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
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.02M
3
+$4.78M
4
TJX icon
TJX Companies
TJX
+$4.55M
5
AFL icon
Aflac
AFL
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.07%
2 Technology 15.21%
3 Financials 12.15%
4 Consumer Discretionary 12.11%
5 Healthcare 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.97%
+85,986
27
$2.27M 0.96%
+54,620
28
$2.19M 0.93%
+100,375
29
$2.03M 0.86%
+44,972
30
$1.97M 0.84%
+78,600
31
$1.97M 0.84%
+73,253
32
$1.97M 0.83%
+17,596
33
$1.95M 0.82%
+36,596
34
$1.83M 0.78%
+140,980
35
$1.66M 0.7%
+21,416
36
$1.66M 0.7%
+18,950
37
$1.59M 0.68%
+18,400
38
$1.59M 0.67%
+66,072
39
$1.57M 0.66%
+38,900
40
$1.48M 0.63%
+29,000
41
$1.48M 0.63%
+28,980
42
$1.36M 0.58%
+13,720
43
$1.31M 0.55%
+94,200
44
$1.22M 0.52%
+34,350
45
$1.21M 0.51%
+59,870
46
$1.16M 0.49%
+18,660
47
$1.15M 0.49%
+18,060
48
$1.15M 0.49%
+23,758
49
$1.11M 0.47%
+18,480
50
$1.11M 0.47%
+19,030
1
2
3 4 5