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
151
$330K 0.06%
3,249
+6
152
$327K 0.06%
2,211
+8
153
$322K 0.06%
18,021
-3,536
154
$294K 0.05%
1,373
+2
155
$291K 0.05%
+5,057
156
$289K 0.05%
4,000
157
$289K 0.05%
2,701
-321
158
$287K 0.05%
3,251
-10
159
$286K 0.05%
1,285
-8
160
$283K 0.05%
2,296
+25
161
$282K 0.05%
3,236
+18
162
$279K 0.05%
2,241
+45
163
$276K 0.05%
5,066
+362
164
$275K 0.05%
6,015
165
$275K 0.05%
21,542
+272
166
$274K 0.05%
+2,554
167
$261K 0.05%
1,128
-799
168
$261K 0.05%
1,612
+2
169
$258K 0.05%
448
170
$258K 0.05%
+6,729
171
$250K 0.05%
1,363
+7
172
$247K 0.04%
+1,085
173
$245K 0.04%
988
+4
174
$241K 0.04%
714
+2
175
$236K 0.04%
4,860
+160
5 6
7
8 9