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
326
$18K 0.01%
+22
327
$18K 0.01%
500
328
$17K 0.01%
652
-11,900
329
$16K 0.01%
176
-3,100
330
$16K 0.01%
700
331
$15K 0.01%
700
332
$15K 0.01%
800
333
$15K 0.01%
800
334
$14K 0.01%
+300
335
$14K 0.01%
800
336
$14K 0.01%
300
337
$14K 0.01%
500
338
$13K 0.01%
827
339
$11K ﹤0.01%
360
340
$11K ﹤0.01%
+343
341
$10K ﹤0.01%
+300
342
$6K ﹤0.01%
200
343
– –
0
344
– –
-258,300
345
– –
-120
346
– –
-10,800
347
– –
-1,025
348
– –
-37,500
349
– –
-3,800
350
– –
-85,000
11 12 13
14
15