MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.03M
3
+$995K
4
AMZN icon
Amazon
AMZN
+$775K
5
MTZ icon
MasTec
MTZ
+$634K

Top Sells

1
+$4.17M
2
+$1.36M
3
+$801K
4
DD icon
DuPont de Nemours
DD
+$752K
5
AAPL icon
Apple
AAPL
+$445K

Sector Composition

1 Technology 34.19%
2 Healthcare 13.76%
3 Financials 11.45%
4 Industrials 10.08%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
101
Texas Instruments
TXN
$174B
$1.49M 0.11%
8,589
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$104B
$1.48M 0.11%
22,365
BMY icon
103
Bristol-Myers Squibb
BMY
$120B
$1.4M 0.11%
25,953
-2,500
MO icon
104
Altria Group
MO
$114B
$1.37M 0.1%
23,718
+1,000
AGCO icon
105
AGCO
AGCO
$8.58B
$1.37M 0.1%
13,100
KMB icon
106
Kimberly-Clark
KMB
$32.8B
$1.29M 0.1%
12,765
-350
ROL icon
107
Rollins
ROL
$26.5B
$1.26M 0.09%
21,000
TTE icon
108
TotalEnergies
TTE
$176B
$1.26M 0.09%
19,260
-299
APA icon
109
APA Corp
APA
$12.2B
$1.22M 0.09%
49,692
-4,005
LMT icon
110
Lockheed Martin
LMT
$149B
$1.2M 0.09%
2,485
+2,079
XLV icon
111
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$1.06M 0.08%
6,816
+200
DOV icon
112
Dover
DOV
$27.5B
$1.05M 0.08%
5,383
-250
C icon
113
Citigroup
C
$185B
$1M 0.08%
8,579
-1,000
CTVA icon
114
Corteva
CTVA
$53.3B
$993K 0.07%
14,818
BRK.B icon
115
Berkshire Hathaway Class B
BRK.B
$1.06T
$982K 0.07%
1,953
-100
GPC icon
116
Genuine Parts
GPC
$14.7B
$971K 0.07%
7,898
-1
EBAY icon
117
eBay
EBAY
$40.9B
$965K 0.07%
11,075
+350
OKLO
118
Oklo
OKLO
$9.12B
$935K 0.07%
13,025
-2,080
VYM icon
119
Vanguard High Dividend Yield ETF
VYM
$72.2B
$904K 0.07%
6,300
MOS icon
120
The Mosaic Company
MOS
$9.31B
$900K 0.07%
37,350
-4,600
AYI icon
121
Acuity Brands
AYI
$8B
$899K 0.07%
2,497
+200
SO icon
122
Southern Company
SO
$110B
$871K 0.07%
9,986
-21
ROST icon
123
Ross Stores
ROST
$66.7B
$865K 0.06%
4,800
IBB icon
124
iShares Biotechnology ETF
IBB
$8.09B
$830K 0.06%
4,916
+30
VTI icon
125
Vanguard Total Stock Market ETF
VTI
$564B
$821K 0.06%
2,450
3 4
5
6 7