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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-4,500
302
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303
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304
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305
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306
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307
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-652
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309
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-10,700
310
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-1,750
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-2,600
312
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-5,677
314
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-9,800
315
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316
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-4,060
317
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0
318
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320
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0
321
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322
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323
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-520
9 10 11 12
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