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
101
$607K 0.11%
8,798
-146
102
$601K 0.11%
8,878
-1,631
103
$594K 0.11%
12,109
104
$593K 0.11%
6,557
+6
105
$593K 0.11%
8,173
+1,625
106
$588K 0.11%
12,824
-1,001
107
$584K 0.11%
2,414
+6
108
$582K 0.11%
38,961
-11,000
109
$574K 0.1%
7,230
+541
110
$572K 0.1%
60,499
+49,839
111
$570K 0.1%
1,522
+14
112
$550K 0.1%
1,539
+14
113
$539K 0.1%
30,000
114
$533K 0.1%
3,513
+13
115
$529K 0.1%
1
116
$524K 0.09%
26,224
+853
117
$515K 0.09%
4,611
+349
118
$497K 0.09%
+19,965
119
$489K 0.09%
828
+50
120
$484K 0.09%
5,344
-772
121
$482K 0.09%
2,580
+124
122
$476K 0.09%
6,184
123
$459K 0.08%
841
124
$428K 0.08%
3,575
+10
125
$428K 0.08%
5,501
+483
3 4
5
6 7