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
$140M
AUM Growth
-$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$190K
2 +$165K
3 +$125K
4
JPM icon
JPMorgan Chase
JPM
+$106K
5
XOM icon
Exxon Mobil
XOM
+$92K

Sector Composition

1 Industrials 28.23%
2 Healthcare 23.4%
3 Consumer Discretionary 16.58%
4 Technology 11.93%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,440
27
-90
28
-1,090
29
-450
30
-80
31
-360
32
-200
33
-160
34
-300
35
-800
36
-220
37
-220
38
-450
39
-700
40
-380
41
-300
42
-800
43
-400
44
-260
45
-160
46
-2,100
47
-190
48
-2,400
49
-540
50
-180