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
DVY icon
126
iShares Select Dividend ETF
DVY
$20.8B
$749K 0.07%
5,581
+20
EBAY icon
127
eBay
EBAY
$45.5B
$683K 0.06%
10,085
C icon
128
Citigroup
C
$181B
$680K 0.06%
9,579
VNQ icon
129
Vanguard Real Estate ETF
VNQ
$34B
$680K 0.06%
7,507
SYY icon
130
Sysco
SYY
$36.3B
$653K 0.06%
8,700
CHD icon
131
Church & Dwight Co
CHD
$20.5B
$628K 0.06%
5,700
+50
IBB icon
132
iShares Biotechnology ETF
IBB
$6.31B
$625K 0.06%
4,886
VTI icon
133
Vanguard Total Stock Market ETF
VTI
$561B
$622K 0.06%
2,262
+35
ROST icon
134
Ross Stores
ROST
$52.3B
$613K 0.06%
4,800
INMD icon
135
InMode
INMD
$965M
$613K 0.06%
34,575
-3,260
DE icon
136
Deere & Co
DE
$127B
$610K 0.06%
1,300
AYI icon
137
Acuity Brands
AYI
$11.1B
$606K 0.06%
2,300
+500
IVV icon
138
iShares Core S&P 500 ETF
IVV
$682B
$582K 0.05%
1,036
-67
OKLO
139
Oklo
OKLO
$19.5B
$549K 0.05%
+25,375
AMTM
140
Amentum Holdings
AMTM
$5.32B
$532K 0.05%
29,245
-6,730
HUM icon
141
Humana
HUM
$35.5B
$529K 0.05%
2,000
NFLX icon
142
Netflix
NFLX
$467B
$521K 0.05%
559
+29
V icon
143
Visa
V
$673B
$514K 0.05%
1,466
TRV icon
144
Travelers Companies
TRV
$59.8B
$512K 0.05%
1,935
-9
ET icon
145
Energy Transfer Partners
ET
$58.3B
$507K 0.05%
27,257
+351
PM icon
146
Philip Morris
PM
$233B
$493K 0.05%
3,108
SLB icon
147
SLB Ltd
SLB
$53.6B
$481K 0.04%
11,507
OKE icon
148
Oneok
OKE
$43.5B
$468K 0.04%
4,712
+613
NVO icon
149
Novo Nordisk
NVO
$231B
$465K 0.04%
6,702
MCK icon
150
McKesson
MCK
$100B
$453K 0.04%
673
-13
4 5
6
7 8