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
$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
126
$427K 0.08%
2,480
-189
127
$422K 0.08%
4,379
+113
128
$409K 0.07%
13,907
+77
129
$409K 0.07%
1,128
-237
130
$401K 0.07%
5,043
+8
131
$401K 0.07%
11,238
+69
132
$394K 0.07%
4,564
+4
133
$388K 0.07%
6,521
+16
134
$386K 0.07%
3,610
+24
135
$381K 0.07%
1,793
-21
136
$381K 0.07%
1,793
+2
137
$379K 0.07%
+15,547
138
$379K 0.07%
1,317
+2
139
$367K 0.07%
7,610
+32
140
$364K 0.07%
3,329
+673
141
$352K 0.06%
3,443
+5
142
$351K 0.06%
1,349
-7
143
$346K 0.06%
2,993
+146
144
$343K 0.06%
5,772
145
$343K 0.06%
1,600
+3
146
$343K 0.06%
7,083
+123
147
$342K 0.06%
+12,293
148
$340K 0.06%
8,115
149
$340K 0.06%
2,484
+248
150
$335K 0.06%
1,476
-100
4 5
6
7 8