MIC

MU Investments Company Portfolio holdings

AUM $74.7M
1-Year Est. Return 21.79%
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.15M
3
+$4.07M
4
MDT icon
Medtronic
MDT
+$4.06M
5
PPG icon
PPG Industries
PPG
+$4.03M

Top Sells

1
+$4.09M
2
+$4.07M
3
+$4.03M
4
CVX icon
Chevron
CVX
+$3.79M
5
PX
Praxair Inc
PX
+$3.73M

Sector Composition

1 Industrials 18.01%
2 Technology 17.84%
3 Consumer Discretionary 12.26%
4 Financials 12.09%
5 Healthcare 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.06%
+2,160
227
$145K 0.06%
9,760
228
$144K 0.06%
2,500
229
$140K 0.06%
3,840
230
$139K 0.06%
4,350
231
$130K 0.06%
+1,700
232
$124K 0.05%
1,600
233
$120K 0.05%
1,680
234
$119K 0.05%
1,700
235
$118K 0.05%
1,305
236
$112K 0.05%
4,958
-6,708
237
$111K 0.05%
25,390
-3,210
238
$109K 0.05%
6,440
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239
$108K 0.05%
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240
$106K 0.05%
9,600
241
$103K 0.04%
1,250
242
$101K 0.04%
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243
$95K 0.04%
6,000
244
$91K 0.04%
1,000
245
$91K 0.04%
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246
$89K 0.04%
4,620
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247
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2,530
248
$87K 0.04%
1,700
249
$85K 0.04%
215
+16
250
$84K 0.04%
4,000
8 9
10
11 12