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MIC

MU Investments Company Portfolio holdings

AUM $74.7M
1-Year Est. Return 21.79%
This Fund
S&P 500
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
+$4.49M
2
+$4.44M
3
+$4.37M
4
TSM icon
TSMC
TSM
+$4.35M
5
AMP icon
Ameriprise Financial
AMP
+$4.34M

Top Sells

1
+$4.91M
2
+$4.36M
3
+$4.15M
4
AFL icon
Aflac
AFL
+$3.76M
5
VIAB
Viacom Inc. Class B
VIAB
+$3.57M

Sector Composition

1 Technology 21.65%
2 Industrials 16.75%
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
301
$27K 0.01%
1,000
302
$27K 0.01%
400
303
$23K 0.01%
600
304
$22K 0.01%
1,620
305
$22K 0.01%
800
306
$16K 0.01%
652
307
$16K 0.01%
900
308
$14K 0.01%
500
309
$13K 0.01%
827
310
$7K ﹤0.01%
700
311
– –
-5,430
312
– –
-4,700
313
– –
-2,000
314
– –
-111,565
315
– –
-4,519
316
– –
-8,598
317
– –
-10,912
318
– –
-5,190
319
– –
-4,009
320
– –
-300
321
– –
0
322
– –
-700
323
– –
-500
324
– –
-1,900
325
– –
-2,723
10 11 12
13
14