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
101
$316K 0.17%
+7,236
102
$305K 0.17%
+4,074
103
$304K 0.17%
+1,613
104
$291K 0.16%
+6,393
105
$279K 0.15%
+711
106
$278K 0.15%
+4,268
107
$274K 0.15%
+35,771
108
$271K 0.15%
+2,808
109
$269K 0.15%
+1,806
110
$269K 0.15%
+5,676
111
$255K 0.14%
+2,241
112
$252K 0.14%
+883
113
$243K 0.13%
+16,344
114
$233K 0.13%
+4,493
115
$233K 0.13%
+14,382
116
$228K 0.13%
+2,982
117
$219K 0.12%
+2,602
118
$218K 0.12%
+1,654
119
$217K 0.12%
+16,449
120
$215K 0.12%
+6,672
121
$205K 0.11%
+4,289
1 2 3 4
5