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
276
$49K 0.02%
1,200
277
$48K 0.02%
500
278
$48K 0.02%
1,000
279
$46K 0.02%
1,700
280
$46K 0.02%
300
281
$45K 0.02%
1,500
282
$45K 0.02%
1,600
283
$44K 0.02%
1,000
284
$43K 0.02%
555
285
$43K 0.02%
1,200
286
$43K 0.02%
1,400
287
$42K 0.02%
2,050
288
$42K 0.02%
640
289
$41K 0.02%
1,000
290
$40K 0.02%
800
291
$40K 0.02%
+1,162
292
$37K 0.02%
1,074
293
$37K 0.02%
2,600
294
$36K 0.02%
640
295
$33K 0.01%
1,400
296
$33K 0.01%
600
297
$32K 0.01%
4,000
298
$30K 0.01%
800
299
$30K 0.01%
200
300
$28K 0.01%
300
10 11
12
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