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
251
$83K 0.04%
917
252
$82K 0.04%
980
253
$78K 0.03%
+2,158
254
$78K 0.03%
1,830
255
$75K 0.03%
5,580
256
$75K 0.03%
2,580
-570
257
$71K 0.03%
1,300
258
$70K 0.03%
2,200
+200
259
$69K 0.03%
2,200
260
$67K 0.03%
56
261
$66K 0.03%
1,500
262
$66K 0.03%
1,100
263
$64K 0.03%
450
264
$64K 0.03%
2,050
265
$63K 0.03%
1,200
266
$61K 0.03%
900
267
$59K 0.03%
1,700
268
$59K 0.03%
+1,385
269
$58K 0.03%
1,740
-4,800
270
$57K 0.02%
1,920
-280
271
$57K 0.02%
146,000
272
$57K 0.02%
1,300
273
$57K 0.02%
1,000
274
$57K 0.02%
520
275
$56K 0.02%
1,600
9 10
11
12 13