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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
$210M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$490K
3
+$462K
4
APA icon
APA Corp
APA
+$453K
5
SWKS icon
Skyworks Solutions
SWKS
+$435K

Top Sells

1
+$513K
2
+$469K
3
+$400K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
BCR
CR Bard Inc.
BCR
+$390K

Sector Composition

1 Technology 21.23%
2 Industrials 16.03%
3 Consumer Discretionary 14.5%
4 Financials 11.51%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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