MIC

Means Investment Company Portfolio holdings

AUM $1.06B
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$552M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.44M
3
+$1.54M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.27M

Top Sells

1
+$1.46M
2
+$349K
3
+$295K
4
SHW icon
Sherwin-Williams
SHW
+$268K
5
XYZ
Block Inc
XYZ
+$265K

Sector Composition

1 Technology 26.86%
2 Consumer Discretionary 11.14%
3 Financials 10.31%
4 Communication Services 6.85%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 0.72%
36,570
+3,632
27
$3.98M 0.72%
64,794
+6,258
28
$3.95M 0.71%
11,960
+2,999
29
$3.94M 0.71%
53,993
-31
30
$3.69M 0.67%
39,303
-305
31
$3.47M 0.63%
14,035
+520
32
$3.47M 0.63%
75,528
+753
33
$3.39M 0.61%
26,713
+2,244
34
$3.39M 0.61%
65,017
-5,659
35
$3.23M 0.58%
51,395
+3,267
36
$3.09M 0.56%
62,196
+2,043
37
$3.04M 0.55%
3,979
+524
38
$3.01M 0.55%
36,399
+326
39
$2.87M 0.52%
31,538
-281
40
$2.77M 0.5%
33,761
-156
41
$2.76M 0.5%
6,113
-46
42
$2.64M 0.48%
96,760
+17,410
43
$2.59M 0.47%
4,728
-119
44
$2.58M 0.47%
50,608
+2,634
45
$2.54M 0.46%
11,079
+65
46
$2.51M 0.45%
4,927
+248
47
$2.47M 0.45%
22,052
+647
48
$2.44M 0.44%
+5,888
49
$2.38M 0.43%
42,613
+2,677
50
$2.35M 0.43%
40,345
+6,892
1
2
3 4 5