MIC

MU Investments Company Portfolio holdings

AUM $74.7M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$4.34M
2 +$4.19M
3 +$4.1M
4
MRSH
Marsh
MRSH
+$4.05M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.04M

Top Sells

1 +$6.78M
2 +$5.45M
3 +$3.94M
4
CMI icon
Cummins
CMI
+$3.58M
5
HAL icon
Halliburton
HAL
+$3.57M

Sector Composition

1 Industrials 20.58%
2 Technology 19.42%
3 Financials 15.3%
4 Consumer Discretionary 9.62%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-9,312
227
-1,490
228
-3,200
229
-3,840
230
-17,308
231
-400
232
-2,700
233
-5,580
234
-2,022
235
-1,175
236
-2,700
237
-4,000
238
-1,600
239
-1,500
240
-7,473
241
-2,190
242
-400
243
-146,000
244
-9,900
245
-2,400
246
-1,252
247
-1,500
248
-1,250
249
-2,673
250
-2,920