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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.7M
3
+$10.8M
4
MSFT icon
Microsoft
MSFT
+$7.15M
5
JPM icon
JPMorgan Chase
JPM
+$5.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.52%
2 Healthcare 12.2%
3 Financials 12.05%
4 Consumer Discretionary 11.16%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.28%
+4,318
77
$498K 0.28%
+4,579
78
$489K 0.27%
+13,706
79
$410K 0.23%
+12,042
80
$397K 0.22%
+2,491
81
$389K 0.22%
+6,240
82
$386K 0.21%
+1,982
83
$382K 0.21%
+3,543
84
$372K 0.21%
+7,130
85
$367K 0.2%
+25,459
86
$365K 0.2%
+3,952
87
$362K 0.2%
+9,985
88
$362K 0.2%
+11,406
89
$362K 0.2%
+2,621
90
$358K 0.2%
+4,158
91
$347K 0.19%
+4,114
92
$343K 0.19%
+2,765
93
$342K 0.19%
+23,044
94
$339K 0.19%
+2,932
95
$331K 0.18%
+8,468
96
$326K 0.18%
+32,772
97
$323K 0.18%
+4,894
98
$323K 0.18%
+7,507
99
$321K 0.18%
+3,721
100
$320K 0.18%
+7,160
1 2 3
4
5