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
$133M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.51M
3
+$4.51M
4
CSCO icon
Cisco
CSCO
+$4.51M
5
GWW icon
W.W. Grainger
GWW
+$4.48M

Top Sells

1
+$5.08M
2
+$4.77M
3
+$4.44M
4
CHRW icon
C.H. Robinson
CHRW
+$4.39M
5
HD icon
Home Depot
HD
+$4.24M

Sector Composition

1 Industrials 24.63%
2 Technology 21.46%
3 Consumer Discretionary 14.2%
4 Financials 11.64%
5 Healthcare 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 3.3%
+58,200
27
$4.28M 3.21%
36,600
-1,800
28
$325K 0.24%
5,160
-2,500
29
$278K 0.21%
3,080
-1,320
30
$233K 0.17%
6,100
-2,600
31
$230K 0.17%
2,680
-1,230
32
$221K 0.17%
1,456
-620
33
$193K 0.14%
1,640
-710
34
$181K 0.14%
8,240
-3,560
35
$167K 0.13%
3,050
-1,630
36
$152K 0.11%
1,310
-520
37
$143K 0.11%
1,060
-31,460
38
$139K 0.1%
3,540
-1,400
39
$139K 0.1%
4,511
-1,792
40
$137K 0.1%
2,310
-1,190
41
$136K 0.1%
2,522
-910
42
$131K 0.1%
3,740
-1,360
43
$106K 0.08%
3,286
-1,721
44
$105K 0.08%
2,860
-1,180
45
$103K 0.08%
660
-320
46
$103K 0.08%
496
-260
47
$100K 0.08%
680
-510
48
$98K 0.07%
600
-300
49
$98K 0.07%
720
-380
50
$97K 0.07%
1,240
-990
1
2
3 4 5