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
$364M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.12M
3
+$2.25M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.44M
5
NEE icon
NextEra Energy
NEE
+$1.24M

Top Sells

1
+$806K
2
+$348K
3
+$278K
4
ZBRA icon
Zebra Technologies
ZBRA
+$224K
5
STT icon
State Street
STT
+$219K

Sector Composition

1 Technology 27.3%
2 Consumer Discretionary 14.71%
3 Communication Services 8.1%
4 Financials 8.09%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.38%
25,671
52
$1.35M 0.37%
64,877
+2,964
53
$1.32M 0.36%
23,636
+13,647
54
$1.3M 0.36%
2,624
+2,004
55
$1.28M 0.35%
37,142
-5,230
56
$1.27M 0.35%
22,803
-1,484
57
$1.25M 0.34%
3,597
+385
58
$1.25M 0.34%
4,395
-215
59
$1.24M 0.34%
24,476
+1,501
60
$1.19M 0.33%
21,389
61
$1.18M 0.32%
37,052
+102
62
$1.17M 0.32%
2,194
+270
63
$1.13M 0.31%
39,216
+63
64
$1.11M 0.3%
10,711
+665
65
$1.08M 0.3%
1,645
+510
66
$1.08M 0.3%
12,240
+300
67
$975K 0.27%
15,342
+6,277
68
$862K 0.24%
7,905
+1,055
69
$861K 0.24%
26,264
-732
70
$849K 0.23%
17,169
+6,417
71
$844K 0.23%
14,407
-21
72
$794K 0.22%
54,560
+10,000
73
$776K 0.21%
1,508
+96
74
$772K 0.21%
3,331
+915
75
$726K 0.2%
4,305
+222
1 2
3
4 5