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
276
$56K 0.02%
550
277
$56K 0.02%
2,373
278
$55K 0.02%
+1,644
279
$55K 0.02%
+1,000
280
$53K 0.02%
3,987
281
$53K 0.02%
1,000
282
$52K 0.02%
1,400
283
$52K 0.02%
4,050
284
$52K 0.02%
2,000
285
$52K 0.02%
1,063
+56
286
$51K 0.02%
1,225
287
$51K 0.02%
910
288
$51K 0.02%
2,800
289
$48K 0.02%
1,500
290
$47K 0.02%
695
291
$46K 0.02%
900
292
$46K 0.02%
3,100
293
$45K 0.02%
900
294
$45K 0.02%
500
295
$45K 0.02%
1,000
296
$41K 0.02%
2,089
297
$41K 0.02%
1,620
298
$40K 0.02%
2,300
299
$40K 0.02%
1,700
300
$40K 0.02%
300
10 11
12
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