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
$215M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1 +$762K
2 +$517K
3 +$433K
4
EW icon
Edwards Lifesciences
EW
+$404K
5
AVGO icon
Broadcom
AVGO
+$378K

Top Sells

1 +$1.09M
2 +$780K
3 +$681K
4
PPG icon
PPG Industries
PPG
+$651K
5
TSM icon
TSMC
TSM
+$539K

Sector Composition

1 Technology 21.46%
2 Industrials 16.12%
3 Consumer Discretionary 14.66%
4 Financials 11.6%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
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0
318
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0
321
-5,950
322
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323
-520