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
$364M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$4.79M
2 +$3.12M
3 +$2.25M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.44M
5
NEE icon
NextEra Energy
NEE
+$1.24M

Top Sells

1 +$806K
2 +$348K
3 +$278K
4
ZBRA icon
Zebra Technologies
ZBRA
+$224K
5
STT icon
State Street
STT
+$219K

Sector Composition

1 Technology 27.3%
2 Consumer Discretionary 14.71%
3 Communication Services 8.1%
4 Financials 8.09%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,071
152
-5,179
153
-800