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
76
$1.33M 0.24%
25,069
+90
77
$1.24M 0.22%
19,821
+8,440
78
$1.22M 0.22%
2,681
-7
79
$1.22M 0.22%
19,668
+1,572
80
$1.12M 0.2%
8,613
+258
81
$1.11M 0.2%
8,534
+1,003
82
$1.04M 0.19%
5,148
+105
83
$994K 0.18%
3,472
+47
84
$987K 0.18%
2,013
+338
85
$976K 0.18%
39,783
-2,043
86
$944K 0.17%
36,559
-25
87
$927K 0.17%
19,321
88
$913K 0.17%
2,198
+26
89
$886K 0.16%
12,603
+2,007
90
$876K 0.16%
6,496
-182
91
$800K 0.14%
58,267
+4,209
92
$778K 0.14%
+7,680
93
$773K 0.14%
1,752
+495
94
$731K 0.13%
8,329
+66
95
$719K 0.13%
1,584
+4
96
$716K 0.13%
7,162
+3
97
$705K 0.13%
15,053
-161
98
$649K 0.12%
4,245
+2,128
99
$640K 0.12%
2,341
+101
100
$623K 0.11%
16,248
+900
2 3
4
5 6