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
$1.06B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$4.98M
2 +$4.78M
3 +$4.44M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.76M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.95M

Top Sells

1 +$3.62M
2 +$1.37M
3 +$1.16M
4
UNH icon
UnitedHealth
UNH
+$762K
5
NVO icon
Novo Nordisk
NVO
+$723K

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
-1,593
202
-1,124