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
$215M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$517K
3
+$433K
4
EW icon
Edwards Lifesciences
EW
+$404K
5
AVGO icon
Broadcom
AVGO
+$378K

Top Sells

1
+$1.09M
2
+$780K
3
+$681K
4
PPG icon
PPG Industries
PPG
+$651K
5
TSM icon
TSMC
TSM
+$539K

Sector Composition

1 Technology 21.46%
2 Industrials 16.12%
3 Consumer Discretionary 14.66%
4 Financials 11.6%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$64K 0.03%
1,000
252
$64K 0.03%
550
253
$64K 0.03%
2,800
254
$63K 0.03%
1,500
255
$61K 0.03%
4,050
256
$57K 0.03%
666
257
$56K 0.03%
1,100
258
$55K 0.03%
2,700
259
$55K 0.03%
1,000
260
$54K 0.03%
309
261
$53K 0.02%
1,300
-2,300
262
$53K 0.02%
500
263
$52K 0.02%
2,300
264
$51K 0.02%
900
265
$51K 0.02%
1,261
266
$51K 0.02%
1,500
267
$48K 0.02%
1,500
268
$47K 0.02%
555
269
$47K 0.02%
640
270
$45K 0.02%
300
271
$44K 0.02%
1,000
272
$43K 0.02%
1,200
-13
273
$42K 0.02%
1,600
274
$41K 0.02%
1,200
275
$41K 0.02%
640
9 10
11
12 13