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
76
$602K 0.26%
11,645
-4,572
77
$560K 0.25%
3,350
+729
78
$542K 0.24%
39,535
+1,956
79
$525K 0.23%
13,137
+1,095
80
$514K 0.23%
9,607
-2,423
81
$506K 0.22%
10,806
-259
82
$458K 0.2%
12,036
-1,670
83
$435K 0.19%
2,502
+11
84
$434K 0.19%
10,492
-914
85
$433K 0.19%
3,959
+7
86
$428K 0.19%
5,804
+910
87
$419K 0.18%
25,508
+49
88
$415K 0.18%
4,363
+205
89
$413K 0.18%
3,698
+890
90
$410K 0.18%
9,555
+1,087
91
$410K 0.18%
7,720
+484
92
$409K 0.18%
+8,230
93
$405K 0.18%
3,769
+226
94
$404K 0.18%
7,586
+426
95
$400K 0.18%
1,700
+87
96
$398K 0.17%
6,677
-453
97
$387K 0.17%
4,146
+32
98
$377K 0.17%
5,785
-455
99
$375K 0.16%
15,694
-650
100
$369K 0.16%
32,772
2 3
4
5 6