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
$1.33B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$1.03M
3 +$995K
4
AMZN icon
Amazon
AMZN
+$775K
5
MTZ icon
MasTec
MTZ
+$634K

Top Sells

1 +$4.17M
2 +$1.36M
3 +$801K
4
DD icon
DuPont de Nemours
DD
+$752K
5
AAPL icon
Apple
AAPL
+$445K

Sector Composition

1 Technology 34.19%
2 Healthcare 13.76%
3 Financials 11.45%
4 Industrials 10.08%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MA icon
176
Mastercard
MA
$444B
$323K 0.02%
565
-10
YUM icon
177
Yum! Brands
YUM
$42.2B
$318K 0.02%
2,100
SHEL icon
178
Shell
SHEL
$238B
$314K 0.02%
4,272
-10
IWO icon
179
iShares Russell 2000 Growth ETF
IWO
$14.3B
$305K 0.02%
945
GIS icon
180
General Mills
GIS
$18.3B
$298K 0.02%
6,400
DSGX icon
181
Descartes Systems
DSGX
$5.75B
$284K 0.02%
3,235
VV icon
182
Vanguard Large-Cap ETF
VV
$51.8B
$280K 0.02%
889
BKNG icon
183
Booking.com
BKNG
$124B
$278K 0.02%
1,300
VB icon
184
Vanguard Small-Cap ETF
VB
$76.7B
$275K 0.02%
1,067
ROAD icon
185
Construction Partners
ROAD
$7.22B
$273K 0.02%
2,511
NUE icon
186
Nucor
NUE
$52.7B
$272K 0.02%
1,666
SCHD icon
187
Schwab US Dividend Equity ETF
SCHD
$90.8B
$270K 0.02%
9,848
ESE icon
188
ESCO Technologies
ESE
$7.76B
$266K 0.02%
1,360
SPGI icon
189
S&P Global
SPGI
$126B
$261K 0.02%
500
IJS icon
190
iShares S&P Small-Cap 600 Value ETF
IJS
$7.77B
$261K 0.02%
2,292
VTV icon
191
Vanguard Value ETF
VTV
$175B
$261K 0.02%
1,364
DSI icon
192
iShares MSCI KLD 400 Social ETF
DSI
$5.24B
$258K 0.02%
2,000
VMC icon
193
Vulcan Materials
VMC
$36.3B
$257K 0.02%
900
IOO icon
194
iShares Global 100 ETF
IOO
$8.71B
$253K 0.02%
2,000
DXCM icon
195
DexCom
DXCM
$23.6B
$251K 0.02%
3,780
SIL icon
196
Global X Silver Miners ETF NEW
SIL
$5.73B
$251K 0.02%
+3,000
EFV icon
197
iShares MSCI EAFE Value ETF
EFV
$30.1B
$250K 0.02%
3,500
MLM icon
198
Martin Marietta Materials
MLM
$35B
$249K 0.02%
400
CW icon
199
Curtiss-Wright
CW
$27B
$248K 0.02%
450
VT icon
200
Vanguard Total World Stock ETF
VT
$73.2B
$242K 0.02%
1,718