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
$611M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$6.47M
3 +$6.11M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.23M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.47M

Top Sells

1 +$3.05M
2 +$2.39M
3 +$1.67M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.07M

Sector Composition

1 Technology 23.59%
2 Financials 8.79%
3 Consumer Discretionary 8.16%
4 Communication Services 6.04%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,183
202
-2,709