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
$161M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$146K
2 +$140K
3 +$140K
4
HON icon
Honeywell
HON
+$139K
5
MSFT icon
Microsoft
MSFT
+$134K

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.1%
3 Industrials 18.76%
4 Healthcare 16.75%
5 Financials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.69M 2.29%
67,600
+1,300
27
0
28
0