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
$216M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$444K
3
+$433K
4
BKNG icon
Booking.com
BKNG
+$429K
5
NKE icon
Nike
NKE
+$404K

Top Sells

1
+$694K
2
+$564K
3
+$523K
4
AA icon
Alcoa
AA
+$489K
5
AAPL icon
Apple
AAPL
+$462K

Sector Composition

1 Technology 18.28%
2 Industrials 18.19%
3 Consumer Discretionary 12.61%
4 Financials 11.54%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$73K 0.03%
2,200
252
$68K 0.03%
3,920
-700
253
$68K 0.03%
6,000
254
$67K 0.03%
1,740
255
$67K 0.03%
900
256
$66K 0.03%
56
257
$66K 0.03%
550
258
$65K 0.03%
146,000
259
$64K 0.03%
149
-66
260
$63K 0.03%
520
261
$62K 0.03%
1,200
262
$62K 0.03%
1,500
263
$61K 0.03%
1,300
264
$61K 0.03%
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265
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266
$60K 0.03%
1,000
267
$60K 0.03%
2,373
268
$59K 0.03%
450
269
$59K 0.03%
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270
$57K 0.03%
5,980
271
$57K 0.03%
2,050
272
$57K 0.03%
2,800
273
$56K 0.03%
1,500
274
$56K 0.03%
1,600
275
$54K 0.03%
2,000
9 10
11
12 13