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
$77.9M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.29M
3
+$3.22M
4
CARR icon
Carrier Global
CARR
+$3.21M
5
NKE icon
Nike
NKE
+$789K

Top Sells

1
+$3.13M
2
+$2.53M
3
+$2.51M
4
MMM icon
3M
MMM
+$2.41M
5
NUE icon
Nucor
NUE
+$1.29M

Sector Composition

1 Technology 20.29%
2 Consumer Discretionary 17.15%
3 Healthcare 16.7%
4 Industrials 16.69%
5 Consumer Staples 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-36,670
27
– –
-25,690
28
– –
-15,230
1
2