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
276
$54K 0.03%
1,000
277
$53K 0.02%
1,620
-300
278
$53K 0.02%
1,000
279
$52K 0.02%
1,225
280
$50K 0.02%
2,089
281
$49K 0.02%
4,050
282
$48K 0.02%
500
283
$47K 0.02%
1,000
284
$46K 0.02%
2,300
285
$46K 0.02%
1,400
286
$46K 0.02%
900
287
$45K 0.02%
910
288
$44K 0.02%
1,300
-400
289
$44K 0.02%
200
290
$43K 0.02%
695
291
$43K 0.02%
1,200
-7,970
292
$42K 0.02%
640
293
$41K 0.02%
300
294
$40K 0.02%
555
295
$40K 0.02%
309
296
$40K 0.02%
1,700
297
$38K 0.02%
839
-224
298
$38K 0.02%
2,600
299
$38K 0.02%
1,400
300
$37K 0.02%
1,000
10 11
12
13 14