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
51
$2.34M 0.42%
52,749
52
$2.23M 0.4%
43,163
+995
53
$2.19M 0.4%
48,908
-109
54
$2.17M 0.39%
46,220
-56
55
$2.15M 0.39%
5,976
-324
56
$2.1M 0.38%
25,448
+1,696
57
$2.09M 0.38%
72,975
-273
58
$2.04M 0.37%
38,974
-26
59
$2.03M 0.37%
14,620
+220
60
$2.03M 0.37%
12,137
+576
61
$2.01M 0.36%
10,687
-413
62
$1.99M 0.36%
16,810
+204
63
$1.98M 0.36%
19,766
-1,043
64
$1.92M 0.35%
22,690
-78
65
$1.72M 0.31%
25,864
-225
66
$1.7M 0.31%
34,346
-2,846
67
$1.68M 0.3%
15,172
+1,461
68
$1.61M 0.29%
2,895
+53
69
$1.6M 0.29%
38,591
+6,980
70
$1.58M 0.29%
26,090
+89
71
$1.54M 0.28%
+22,297
72
$1.51M 0.27%
5,035
+108
73
$1.49M 0.27%
7,776
+410
74
$1.45M 0.26%
14,663
-19
75
$1.4M 0.25%
9,430
+1
1 2
3
4 5