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
$773M
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$6.51M
2 +$6.02M
3 +$5.9M
4
WRB icon
W.R. Berkley
WRB
+$4.35M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.95M

Top Sells

1 +$3.13M
2 +$2.31M
3 +$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.31M

Sector Composition

1 Technology 23.53%
2 Financials 9.53%
3 Consumer Discretionary 8.02%
4 Communication Services 6.06%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,237
202
-1,610