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
$115M
AUM Growth
-$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M

Top Sells

1
+$6.39M
2
+$5.19M
3
+$5.09M
4
NUE icon
Nucor
NUE
+$4.95M
5
MSFT icon
Microsoft
MSFT
+$3.83M

Sector Composition

1 Technology 21.06%
2 Industrials 20.74%
3 Consumer Discretionary 17.32%
4 Healthcare 16.23%
5 Consumer Staples 12.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-122,100
27
– –
-99,000
28
– –
0
29
– –
0
30
– –
-67,600
1
2