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
26
$2.15M 0.92%
77,088
+1,606
27
$1.93M 0.83%
66,729
+1,085
28
$1.91M 0.82%
20,600
+100
29
$1.9M 0.82%
41,740
+120
30
$1.79M 0.77%
13,399
+331
31
$1.77M 0.76%
10,010
+105
32
$1.71M 0.74%
36,097
+872
33
$1.55M 0.67%
59,190
-210
34
$1.53M 0.66%
57,708
+873
35
$1.53M 0.66%
97,590
-7,390
36
$1.41M 0.61%
26,888
+9,730
37
$1.37M 0.59%
16,750
+34
38
$1.37M 0.59%
18,170
-2,080
39
$1.31M 0.56%
50,984
+212
40
$1.26M 0.54%
14,640
-260
41
$1.25M 0.54%
61,800
-3,000
42
$1.23M 0.53%
47,590
+520
43
$1.19M 0.51%
10,380
+260
44
$1.14M 0.49%
28,100
+350
45
$1.11M 0.48%
22,590
+1,060
46
$1.09M 0.47%
14,670
+310
47
$977K 0.42%
25,530
-220
48
$974K 0.42%
13,870
+290
49
$974K 0.42%
13,890
+30
50
$941K 0.41%
14,170
-180
1
2
3 4 5