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
$244M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.19M
3
+$551K
4
BA icon
Boeing
BA
+$525K
5
AMZN icon
Amazon
AMZN
+$346K

Top Sells

1
+$531K
2
+$486K
3
+$405K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$267K
5
IEP icon
Icahn Enterprises
IEP
+$258K

Sector Composition

1 Technology 19.21%
2 Financials 12.53%
3 Consumer Discretionary 11.48%
4 Healthcare 10.17%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.01%
94,584
+45,699
27
$2.37M 0.97%
49,669
-579
28
$2.36M 0.97%
41,873
+916
29
$2.29M 0.94%
56,634
+762
30
$2.28M 0.94%
47,167
-720
31
$2.24M 0.92%
25,459
+920
32
$2.22M 0.91%
40,163
+305
33
$2.2M 0.9%
12,390
+577
34
$2.18M 0.89%
10,280
+271
35
$2.17M 0.89%
47,061
-1,613
36
$2.09M 0.86%
114,270
+2,820
37
$2.09M 0.86%
35,063
-1,218
38
$2.08M 0.85%
5,893
+1,486
39
$2.05M 0.84%
28,787
-863
40
$2M 0.82%
26,182
-2,638
41
$1.96M 0.8%
34,755
-445
42
$1.9M 0.78%
9,120
+271
43
$1.89M 0.77%
45,906
-2,890
44
$1.8M 0.74%
40,036
-263
45
$1.77M 0.73%
21,845
+2,629
46
$1.76M 0.72%
17,323
+2,258
47
$1.74M 0.71%
6,235
+7
48
$1.74M 0.71%
21,148
+6
49
$1.67M 0.69%
11,253
+948
50
$1.64M 0.67%
54,430
+1
1
2
3 4 5