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
51
$1.37M 0.6%
54,429
+145
52
$1.36M 0.6%
20,425
+5,150
53
$1.34M 0.59%
41,169
+3,372
54
$1.26M 0.56%
48,885
+17
55
$1.25M 0.55%
23,245
+696
56
$1.13M 0.5%
11,943
-300
57
$1.09M 0.48%
8,865
+439
58
$960K 0.42%
19,868
+3,872
59
$942K 0.41%
3,493
+1,049
60
$935K 0.41%
4,873
+77
61
$917K 0.4%
21,335
+1
62
$904K 0.4%
3
63
$872K 0.38%
24,137
-89
64
$837K 0.37%
9,719
+16
65
$811K 0.36%
7,306
+387
66
$810K 0.36%
8,897
+292
67
$802K 0.35%
22,924
+87
68
$797K 0.35%
5,907
+1,328
69
$795K 0.35%
10,963
+100
70
$742K 0.33%
11,279
-2,126
71
$742K 0.33%
20,800
-8,440
72
$696K 0.31%
11,820
+240
73
$636K 0.28%
9,784
-779
74
$633K 0.28%
2,559
+353
75
$612K 0.27%
12,299
+2,314
1 2
3
4 5