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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
T icon
126
AT&T
T
$164B
$815K 0.06%
28,102
-332
Q
127
Qnity Electronics Inc
Q
$31.5B
$792K 0.06%
6,862
D icon
128
Dominion Energy
D
$59.7B
$789K 0.06%
12,759
-75
RPM icon
129
RPM International
RPM
$13.7B
$754K 0.06%
7,590
-175
ET icon
130
Energy Transfer Partners
ET
$65.6B
$751K 0.06%
38,907
+572
DOW icon
131
Dow Inc
DOW
$24.4B
$734K 0.06%
17,632
-520
DE icon
132
Deere & Co
DE
$156B
$732K 0.06%
1,300
AYI icon
133
Acuity Brands
AYI
$9.01B
$728K 0.05%
2,597
+100
SOLS
134
Solstice Advanced Materials
SOLS
$13.2B
$726K 0.05%
9,536
-747
OKLO
135
Oklo
OKLO
$10B
$725K 0.05%
14,625
+1,600
VNQ icon
136
Vanguard Real Estate ETF
VNQ
$38.1B
$661K 0.05%
7,457
GEV icon
137
GE Vernova
GEV
$253B
$656K 0.05%
752
+1
PM icon
138
Philip Morris
PM
$287B
$632K 0.05%
3,825
+600
SYY icon
139
Sysco
SYY
$37.9B
$621K 0.05%
8,700
CHD icon
140
Church & Dwight Co
CHD
$23.1B
$611K 0.05%
6,550
+500
STM icon
141
STMicroelectronics
STM
$68.7B
$594K 0.04%
17,200
DD icon
142
DuPont de Nemours
DD
$19.5B
$585K 0.04%
12,763
-700
MCK icon
143
McKesson
MCK
$94.2B
$582K 0.04%
673
CMI icon
144
Cummins
CMI
$91B
$579K 0.04%
1,077
SLB icon
145
SLB Ltd
SLB
$84B
$566K 0.04%
11,010
+200
TRV icon
146
Travelers Companies
TRV
$64.7B
$563K 0.04%
1,929
-2
MU icon
147
Micron Technology
MU
$1.11T
$480K 0.04%
1,421
+101
SPXX icon
148
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$327M
$463K 0.03%
+28,801
V icon
149
Visa
V
$613B
$442K 0.03%
1,462
+2
USB icon
150
US Bancorp
USB
$91.8B
$438K 0.03%
8,427
4 5
6
7 8