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
$230M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.66M
3
+$4.66M
4
AMP icon
Ameriprise Financial
AMP
+$4.64M
5
PARA
Paramount Global Class B
PARA
+$4.59M

Top Sells

1
+$5.21M
2
+$4.49M
3
+$4.36M
4
AFL icon
Aflac
AFL
+$3.95M
5
VIAB
Viacom Inc. Class B
VIAB
+$3.75M

Sector Composition

1 Technology 21.85%
2 Industrials 16.55%
3 Consumer Discretionary 14.23%
4 Financials 12.06%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$71K 0.03%
1,300
252
$70K 0.03%
3,987
253
$70K 0.03%
1,000
254
$67K 0.03%
47
-9
255
$66K 0.03%
1,200
256
$65K 0.03%
1,500
257
$65K 0.03%
1,000
258
$65K 0.03%
5,550
259
$64K 0.03%
2,373
260
$63K 0.03%
2,200
261
$62K 0.03%
116
262
$62K 0.03%
4,050
263
$61K 0.03%
550
264
$60K 0.03%
1,100
265
$59K 0.03%
1,500
266
$58K 0.03%
2,300
267
$58K 0.03%
400
268
$58K 0.03%
666
269
$57K 0.02%
2,800
270
$52K 0.02%
309
271
$52K 0.02%
1,213
272
$52K 0.02%
2,700
273
$50K 0.02%
1,261
274
$49K 0.02%
1,740
275
$49K 0.02%
900
9 10
11
12 13