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
$230M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.66M
3
+$4.66M
4
AMP icon
Ameriprise Financial
AMP
+$4.64M
5
PARA
Paramount Global Class B
PARA
+$4.59M

Top Sells

1
+$5.21M
2
+$4.49M
3
+$4.36M
4
AFL icon
Aflac
AFL
+$3.95M
5
VIAB
Viacom Inc. Class B
VIAB
+$3.75M

Sector Composition

1 Technology 21.85%
2 Industrials 16.55%
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
326
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0
327
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328
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329
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330
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-48,800
331
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-83
332
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-9,300
333
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-5,230
334
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-600
335
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-500
10 11 12 13
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