MIC

Means Investment Company Portfolio holdings

AUM $1.19B
1-Year Est. Return 22.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.41M
3 +$1.33M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
BABA icon
Alibaba
BABA
+$1.17M

Top Sells

1 +$4.88M
2 +$779K
3 +$426K
4
T icon
AT&T
T
+$360K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$258K

Sector Composition

1 Technology 27.13%
2 Consumer Discretionary 13.21%
3 Financials 8.99%
4 Communication Services 7.87%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
-14,452
178
-2,879