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
$228M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.53M
3
+$924K
4
AMZN icon
Amazon
AMZN
+$890K
5
MRK icon
Merck
MRK
+$873K

Top Sells

1
+$1.15M
2
+$301K
3
+$236K
4
NUE icon
Nucor
NUE
+$233K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$140K

Sector Composition

1 Technology 19.58%
2 Financials 11.63%
3 Healthcare 11.3%
4 Consumer Discretionary 11.13%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.09%
23,868
+287
27
$2.42M 1.06%
40,957
+3,692
28
$2.39M 1.05%
29,650
+10,307
29
$2.33M 1.02%
28,820
+6,187
30
$2.32M 1.02%
48,674
+4,727
31
$2.21M 0.97%
29,793
-427
32
$2.16M 0.95%
55,872
+6,210
33
$2.07M 0.91%
24,539
+4,036
34
$2M 0.88%
111,450
+18,980
35
$1.99M 0.87%
39,858
+5,678
36
$1.97M 0.86%
48,796
+3,879
37
$1.95M 0.86%
36,281
+1,085
38
$1.9M 0.84%
10,009
+1,273
39
$1.9M 0.83%
35,200
+2,573
40
$1.84M 0.81%
11,813
+2,601
41
$1.72M 0.75%
21,142
+512
42
$1.7M 0.75%
8,849
+2,104
43
$1.68M 0.74%
4,407
+374
44
$1.68M 0.74%
40,299
-304
45
$1.54M 0.68%
19,216
+10,211
46
$1.53M 0.67%
+15,065
47
$1.5M 0.66%
11,092
+3,343
48
$1.43M 0.63%
10,305
+5,987
49
$1.41M 0.62%
23,475
+6,779
50
$1.39M 0.61%
6,228
1
2
3 4 5