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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
IYW icon
176
iShares US Technology ETF
IYW
$24.3B
$308K 0.02%
1,700
CW icon
177
Curtiss-Wright
CW
$28B
$307K 0.02%
450
SCHD icon
178
Schwab US Dividend Equity ETF
SCHD
$96.5B
$306K 0.02%
9,986
+138
UAMY icon
179
United States Antimony
UAMY
$1.04B
$306K 0.02%
35,000
BCPC
180
Balchem Corp
BCPC
$5.3B
$302K 0.02%
1,780
+230
TGT icon
181
Target
TGT
$61.4B
$297K 0.02%
2,454
GLW icon
182
Corning
GLW
$154B
$297K 0.02%
+2,186
IWO icon
183
iShares Russell 2000 Growth ETF
IWO
$14.7B
$297K 0.02%
945
BR icon
184
Broadridge
BR
$16.8B
$294K 0.02%
1,812
FDX icon
185
FedEx
FDX
$80.7B
$291K 0.02%
816
COF icon
186
Capital One
COF
$115B
$289K 0.02%
1,585
ADP icon
187
Automatic Data Processing
ADP
$90.4B
$286K 0.02%
1,408
DGII icon
188
Digi International
DGII
$2.59B
$284K 0.02%
5,900
+750
NUE icon
189
Nucor
NUE
$60.7B
$282K 0.02%
1,666
VB icon
190
Vanguard Small-Cap ETF
VB
$79.5B
$279K 0.02%
1,067
MA icon
191
Mastercard
MA
$433B
$273K 0.02%
547
-18
IJS icon
192
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$271K 0.02%
2,292
FSV icon
193
FirstService
FSV
$6.59B
$269K 0.02%
1,935
+540
VTV icon
194
Vanguard Value ETF
VTV
$183B
$268K 0.02%
1,364
VV icon
195
Vanguard Large-Cap ETF
VV
$52B
$266K 0.02%
889
AEP icon
196
American Electric Power
AEP
$70.3B
$263K 0.02%
2,007
EFV icon
197
iShares MSCI EAFE Value ETF
EFV
$26.8B
$260K 0.02%
3,500
BX icon
198
Blackstone
BX
$150B
$259K 0.02%
2,256
WMB icon
199
Williams Companies
WMB
$88.2B
$259K 0.02%
3,553
INMD icon
200
InMode
INMD
$852M
$259K 0.02%
18,900
-9,500
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