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MIM

Marco Investment Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 32.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$6.99M
3
+$1.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M
5
META icon
Meta Platforms (Facebook)
META
+$722K

Top Sells

1
+$6.73M
2
+$6.65M
3
+$4.85M
4
GLD icon
SPDR Gold Trust
GLD
+$2.24M
5
AVGO icon
Broadcom
AVGO
+$1.63M

Sector Composition

1 Technology 30.66%
2 Healthcare 12.96%
3 Industrials 11.51%
4 Financials 10.1%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
101
Eli Lilly
LLY
$1.01T
$1.82M 0.14%
1,979
+32
TTE icon
102
TotalEnergies
TTE
$196B
$1.75M 0.13%
19,260
TXN icon
103
Texas Instruments
TXN
$274B
$1.67M 0.13%
8,589
CSX icon
104
CSX Corp
CSX
$88.4B
$1.61M 0.12%
39,138
-2,050
MO icon
105
Altria Group
MO
$120B
$1.59M 0.12%
24,089
+371
AGCO icon
106
AGCO
AGCO
$8.15B
$1.52M 0.11%
13,100
XLK icon
107
State Street Technology Select Sector SPDR ETF
XLK
$121B
$1.5M 0.11%
11,272
-12
XLF icon
108
State Street Financial Select Sector SPDR ETF
XLF
$50B
$1.46M 0.11%
29,539
CTVA icon
109
Corteva
CTVA
$50.9B
$1.24M 0.09%
14,818
KMB icon
110
Kimberly-Clark
KMB
$34B
$1.23M 0.09%
12,765
DOV icon
111
Dover
DOV
$29.3B
$1.15M 0.09%
5,513
+130
ROL icon
112
Rollins
ROL
$22.7B
$1.12M 0.08%
21,000
ROST icon
113
Ross Stores
ROST
$77B
$1.04M 0.08%
4,800
EBAY icon
114
eBay
EBAY
$48.2B
$1.01M 0.08%
11,075
XLE icon
115
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1M 0.08%
16,384
XLV icon
116
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$999K 0.08%
6,816
C icon
117
Citigroup
C
$238B
$973K 0.07%
8,579
SO icon
118
Southern Company
SO
$106B
$962K 0.07%
9,966
-20
MOS icon
119
The Mosaic Company
MOS
$7.21B
$952K 0.07%
37,350
VYM icon
120
Vanguard High Dividend Yield ETF
VYM
$79.4B
$933K 0.07%
6,300
BRK.B icon
121
Berkshire Hathaway Class B
BRK.B
$1.06T
$875K 0.07%
1,826
-127
VTI icon
122
Vanguard Total Stock Market ETF
VTI
$650B
$872K 0.07%
2,718
+268
DVY icon
123
iShares Select Dividend ETF
DVY
$23.1B
$847K 0.06%
5,591
GPC icon
124
Genuine Parts
GPC
$14.3B
$835K 0.06%
7,898
IBB icon
125
iShares Biotechnology ETF
IBB
$7.89B
$830K 0.06%
4,916
3 4
5
6 7