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
26
$4.45M 1.93%
+46,200
27
$2.38M 1.03%
25,574
-950
28
$1.82M 0.79%
67,986
+2,406
29
$1.74M 0.75%
57,865
-210
30
$1.6M 0.69%
25,546
-200
31
$1.54M 0.67%
27,920
-100
32
$1.47M 0.64%
12,970
-200
33
$1.45M 0.63%
26,282
+315
34
$1.44M 0.63%
13,720
+100
35
$1.39M 0.6%
36,884
+100
36
$1.36M 0.59%
52,558
-132
37
$1.34M 0.58%
10,820
-146
38
$1.23M 0.53%
7,520
+100
39
$1.23M 0.53%
42,300
+150
40
$1.21M 0.52%
67,040
-1,000
41
$1.18M 0.51%
7,589
+994
42
$1.18M 0.51%
12,570
43
$1.08M 0.47%
37,130
+600
44
$1.08M 0.47%
11,540
+650
45
$1.05M 0.45%
11,010
46
$1.01M 0.44%
21,098
47
$976K 0.42%
17,928
-100
48
$926K 0.4%
11,110
+100
49
$915K 0.4%
18,090
+200
50
$907K 0.39%
31,980
+600
1
2
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