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
101
$367K 0.16%
1,932
-50
102
$363K 0.16%
2,540
-225
103
$353K 0.16%
+1,239
104
$350K 0.15%
2,701
-231
105
$347K 0.15%
36,140
+13,096
106
$346K 0.15%
4,079
+5
107
$336K 0.15%
3,734
+13
108
$329K 0.14%
+6,062
109
$327K 0.14%
6,535
+142
110
$310K 0.14%
725
+14
111
$309K 0.14%
+5,368
112
$304K 0.13%
875
-8
113
$300K 0.13%
3,450
+468
114
$299K 0.13%
34,077
-1,694
115
$287K 0.13%
1,799
-7
116
$281K 0.12%
+5,436
117
$278K 0.12%
2,247
+6
118
$278K 0.12%
1,817
+163
119
$270K 0.12%
2,602
120
$270K 0.12%
14,332
-50
121
$269K 0.12%
3,797
-471
122
$268K 0.12%
5,544
-132
123
$252K 0.11%
+2,307
124
$237K 0.1%
6,630
-42
125
$228K 0.1%
6,980
-527
2 3 4
5
6