MIC

Means Investment Company Portfolio holdings

AUM $1.16B
1-Year Est. Return 24.07%
This Quarter Est. Return
1 Year Est. Return
+24.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.7M
3
+$10.8M
4
MSFT icon
Microsoft
MSFT
+$7.15M
5
JPM icon
JPMorgan Chase
JPM
+$5.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.52%
2 Healthcare 12.2%
3 Financials 12.05%
4 Consumer Discretionary 11.16%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.16%
+37,265
27
$1.95M 1.08%
+30,220
28
$1.86M 1.03%
+44,917
29
$1.84M 1.02%
+25,489
30
$1.78M 0.99%
+19,343
31
$1.65M 0.92%
+49,662
32
$1.59M 0.88%
+35,196
33
$1.57M 0.87%
+21,512
34
$1.55M 0.86%
+8,736
35
$1.54M 0.85%
+22,633
36
$1.52M 0.84%
+20,503
37
$1.46M 0.81%
+40,603
38
$1.41M 0.78%
+32,627
39
$1.38M 0.77%
+20,630
40
$1.37M 0.76%
+34,180
41
$1.3M 0.72%
+4,033
42
$1.26M 0.7%
+92,470
43
$1.22M 0.67%
+9,212
44
$1.19M 0.66%
+54,284
45
$1.19M 0.66%
+22,549
46
$1.17M 0.65%
+37,797
47
$1.16M 0.64%
+6,228
48
$1.13M 0.62%
+6,745
49
$1.1M 0.61%
+48,868
50
$985K 0.55%
+7,749
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2
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