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
51
$1.56M 0.64%
11,587
+495
52
$1.51M 0.62%
40,062
-1,107
53
$1.49M 0.61%
27,312
+3,837
54
$1.3M 0.53%
21,716
+1,291
55
$1.21M 0.5%
22,065
-1,180
56
$1.16M 0.47%
8,765
-100
57
$1.15M 0.47%
3,531
+38
58
$1.13M 0.46%
21,720
+1,852
59
$1.07M 0.44%
11,433
-510
60
$1.04M 0.43%
7,371
+65
61
$1.01M 0.41%
21,759
-1,165
62
$967K 0.4%
3
63
$966K 0.4%
4,555
-318
64
$897K 0.37%
22,278
+943
65
$894K 0.37%
9,083
+186
66
$863K 0.35%
24,365
+228
67
$802K 0.33%
21,100
+300
68
$793K 0.33%
8,709
-1,010
69
$712K 0.29%
11,009
-270
70
$688K 0.28%
5,168
-739
71
$676K 0.28%
13,224
+925
72
$670K 0.27%
11,920
+100
73
$653K 0.27%
2,653
+94
74
$645K 0.26%
9,524
-260
75
$636K 0.26%
39,599
+64
1 2
3
4 5