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
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$2.51M
3
+$1.2M
4
ORCL icon
Oracle
ORCL
+$1.17M
5
QCOM icon
Qualcomm
QCOM
+$1.15M

Top Sells

1
+$3.35M
2
+$1.08M
3
+$684K
4
GIS icon
General Mills
GIS
+$601K
5
KO icon
Coca-Cola
KO
+$376K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
126
eBay
EBAY
$45.5B
$751K 0.06%
10,085
DVY icon
127
iShares Select Dividend ETF
DVY
$20.8B
$741K 0.06%
5,581
VTI icon
128
Vanguard Total Stock Market ETF
VTI
$561B
$715K 0.06%
2,351
+89
XLE icon
129
Energy Select Sector SPDR Fund
XLE
$26.2B
$695K 0.06%
8,192
-52
AYI icon
130
Acuity Brands
AYI
$11.1B
$686K 0.06%
2,300
DE icon
131
Deere & Co
DE
$127B
$670K 0.06%
1,318
+18
VNQ icon
132
Vanguard Real Estate ETF
VNQ
$34B
$669K 0.06%
7,507
SYY icon
133
Sysco
SYY
$36.3B
$659K 0.06%
8,700
IVV icon
134
iShares Core S&P 500 ETF
IVV
$682B
$633K 0.05%
1,019
-17
IBB icon
135
iShares Biotechnology ETF
IBB
$6.31B
$618K 0.05%
4,886
ROST icon
136
Ross Stores
ROST
$52.3B
$612K 0.05%
4,800
AMTM
137
Amentum Holdings
AMTM
$5.32B
$594K 0.05%
25,157
-4,088
PM icon
138
Philip Morris
PM
$233B
$587K 0.05%
3,225
+117
STM icon
139
STMicroelectronics
STM
$22.5B
$564K 0.05%
18,550
-2,000
CHD icon
140
Church & Dwight Co
CHD
$20.5B
$529K 0.04%
5,500
-200
V icon
141
Visa
V
$673B
$520K 0.04%
1,465
-1
TRV icon
142
Travelers Companies
TRV
$59.8B
$516K 0.04%
1,929
-6
ET icon
143
Energy Transfer Partners
ET
$58.3B
$501K 0.04%
27,659
+402
INMD icon
144
InMode
INMD
$965M
$497K 0.04%
34,425
-150
MCK icon
145
McKesson
MCK
$100B
$493K 0.04%
673
HUM icon
146
Humana
HUM
$35.5B
$489K 0.04%
2,000
NVO icon
147
Novo Nordisk
NVO
$231B
$463K 0.04%
6,702
CARR icon
148
Carrier Global
CARR
$50B
$458K 0.04%
6,256
NFLX icon
149
Netflix
NFLX
$467B
$455K 0.04%
340
-219
BR icon
150
Broadridge
BR
$26.8B
$445K 0.04%
1,833
+21
4 5
6
7 8