MIM

Marco Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.45M
3
+$1.21M
4
ETN icon
Eaton
ETN
+$1.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K

Top Sells

1
+$10.3M
2
+$5.28M
3
+$4.32M
4
AMD icon
Advanced Micro Devices
AMD
+$3.08M
5
LRCX icon
Lam Research
LRCX
+$2.91M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLF icon
101
Financial Select Sector SPDR Fund
XLF
$54.5B
$1.42M 0.13%
28,459
-277
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$101B
$1.32M 0.12%
22,635
DOW icon
103
Dow Inc
DOW
$18B
$1.28M 0.12%
36,745
-2,797
TTE icon
104
TotalEnergies
TTE
$134B
$1.27M 0.12%
19,659
AGCO icon
105
AGCO
AGCO
$8.05B
$1.21M 0.11%
13,100
CSX icon
106
CSX Corp
CSX
$66.4B
$1.2M 0.11%
40,929
-505
BRK.B icon
107
Berkshire Hathaway Class B
BRK.B
$1.04T
$1.18M 0.11%
2,225
-280
DD icon
108
DuPont de Nemours
DD
$34.3B
$1.17M 0.11%
15,600
-700
MOS icon
109
The Mosaic Company
MOS
$9.32B
$1.16M 0.11%
42,950
-1,100
APA icon
110
APA Corp
APA
$8.13B
$1.15M 0.11%
54,911
-82
GIS icon
111
General Mills
GIS
$25.6B
$1.15M 0.11%
19,300
-300
ROL icon
112
Rollins
ROL
$27.2B
$1.13M 0.11%
21,000
XLK icon
113
Technology Select Sector SPDR Fund
XLK
$99.3B
$1.11M 0.1%
5,395
-98
STZ icon
114
Constellation Brands
STZ
$23.5B
$1.11M 0.1%
6,046
-1,100
MO icon
115
Altria Group
MO
$106B
$1.09M 0.1%
18,218
+2,100
CTVA icon
116
Corteva
CTVA
$43.1B
$1.04M 0.1%
16,474
-2,343
XLV icon
117
Health Care Select Sector SPDR Fund
XLV
$35.9B
$993K 0.09%
6,800
-60
DOV icon
118
Dover
DOV
$24.6B
$963K 0.09%
5,483
-125
RPM icon
119
RPM International
RPM
$14.3B
$955K 0.09%
8,259
-373
SO icon
120
Southern Company
SO
$103B
$931K 0.09%
10,121
+18
GPC icon
121
Genuine Parts
GPC
$18.3B
$856K 0.08%
7,187
-517
T icon
122
AT&T
T
$183B
$837K 0.08%
29,611
-1,499
VYM icon
123
Vanguard High Dividend Yield ETF
VYM
$65.7B
$812K 0.08%
6,300
D icon
124
Dominion Energy
D
$50.9B
$779K 0.07%
13,889
-500
XLE icon
125
Energy Select Sector SPDR Fund
XLE
$26.2B
$770K 0.07%
8,244
-40
3 4
5
6 7