MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
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
AVGO icon
1
Broadcom
AVGO
$1.61T
$104M 8.64%
375,782
+883
AAPL icon
2
Apple
AAPL
$4.03T
$56.1M 4.68%
273,434
+2,759
JPM icon
3
JPMorgan Chase
JPM
$842B
$46.1M 3.84%
158,950
+1,864
MSFT icon
4
Microsoft
MSFT
$3.74T
$44M 3.67%
88,513
+1,385
COST icon
5
Costco
COST
$410B
$39.8M 3.32%
40,194
-125
GS icon
6
Goldman Sachs
GS
$242B
$32.8M 2.74%
46,349
+750
QCOM icon
7
Qualcomm
QCOM
$187B
$32.4M 2.7%
203,193
+7,249
PANW icon
8
Palo Alto Networks
PANW
$140B
$28.5M 2.38%
139,494
+2,944
CAT icon
9
Caterpillar
CAT
$259B
$28M 2.33%
72,053
+483
ORCL icon
10
Oracle
ORCL
$620B
$27.4M 2.29%
125,547
+5,350
ABBV icon
11
AbbVie
ABBV
$411B
$26M 2.17%
140,070
+2,414
WMT icon
12
Walmart
WMT
$818B
$25.7M 2.14%
262,563
+1,743
LOW icon
13
Lowe's Companies
LOW
$130B
$23.8M 1.99%
107,473
+1,400
CI icon
14
Cigna
CI
$72.4B
$23.7M 1.98%
71,796
+158
AXP icon
15
American Express
AXP
$251B
$22.7M 1.89%
71,135
+196
SYK icon
16
Stryker
SYK
$143B
$22.5M 1.88%
56,830
+1,230
KLAC icon
17
KLA
KLAC
$153B
$21.7M 1.81%
24,271
+14
CSCO icon
18
Cisco
CSCO
$305B
$21.4M 1.78%
308,180
+2,026
HD icon
19
Home Depot
HD
$366B
$21M 1.75%
57,333
-2,959
KO icon
20
Coca-Cola
KO
$306B
$18.5M 1.54%
260,933
-5,314
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$3.36T
$17.4M 1.45%
98,628
+5,832
UNH icon
22
UnitedHealth
UNH
$301B
$17.4M 1.45%
55,654
+18,739
NXPI icon
23
NXP Semiconductors
NXPI
$50.6B
$16.9M 1.41%
77,142
+2,237
EPD icon
24
Enterprise Products Partners
EPD
$68.7B
$16.4M 1.37%
529,013
+4,658
SPY icon
25
SPDR S&P 500 ETF Trust
SPY
$667B
$15.7M 1.31%
25,415
+417
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