MIC
Means Investment Company Portfolio holdings
AUM
$1.06B
1-Year Est. Return
19.14%
1 Year Est. Return
+19.14%
AUM
$1.06B
AUM Growth
+$114M
(+12%)
Holding
202
Top Buys
| 1 | +$5.38M | |
| 2 | +$4.86M | |
| 3 | +$4.77M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$3.02M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.07M |
Top Sells
| 1 | +$3.76M | |
| 2 | +$1.52M | |
| 3 | +$1.21M | |
| 4 |
Novo Nordisk
NVO
|
+$734K |
| 5 |
UnitedHealth
UNH
|
+$622K |
Sector Composition
| 1 | Technology | 20.49% |
| 2 | Financials | 7.23% |
| 3 | Consumer Discretionary | 6.05% |
| 4 | Communication Services | 4.67% |
| 5 | Healthcare | 2.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Sysco
SYY
$37.7B
| – | – |
-2,823
|
|
||
202
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-1,593
|
|