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
351
– –
-5,600
352
– –
-6,049
353
– –
-2,770
354
– –
-31,100
355
– –
-11,200
11 12 13 14
15