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
301
$39K 0.02%
2,860
302
$39K 0.02%
1,000
303
$38K 0.02%
200
304
$37K 0.02%
555
305
$37K 0.02%
309
306
$36K 0.02%
640
307
$35K 0.02%
640
308
$35K 0.02%
1,400
309
$34K 0.01%
2,600
310
$33K 0.01%
800
311
$32K 0.01%
300
312
$31K 0.01%
600
313
$30K 0.01%
1,074
314
$30K 0.01%
400
315
$28K 0.01%
600
316
$28K 0.01%
500
317
$27K 0.01%
800
318
$25K 0.01%
600
319
$25K 0.01%
400
320
$23K 0.01%
1,000
321
$23K 0.01%
300
322
$22K 0.01%
4,000
323
$22K 0.01%
1,250
324
$20K 0.01%
864
325
$19K 0.01%
900
11 12
13
14 15