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
$232M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.15M
3
+$4.07M
4
MDT icon
Medtronic
MDT
+$4.06M
5
PPG icon
PPG Industries
PPG
+$4.03M

Top Sells

1
+$4.09M
2
+$4.07M
3
+$4.03M
4
CVX icon
Chevron
CVX
+$3.79M
5
PX
Praxair Inc
PX
+$3.73M

Sector Composition

1 Industrials 18.01%
2 Technology 17.84%
3 Consumer Discretionary 12.26%
4 Financials 12.09%
5 Healthcare 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$912K 0.39%
17,123
+14,800
52
$864K 0.37%
39,650
-154,700
53
$834K 0.36%
+36,638
54
$813K 0.35%
13,010
+40
55
$790K 0.34%
11,710
+310
56
$768K 0.33%
20,030
-2,020
57
$763K 0.33%
40,320
-500
58
$747K 0.32%
6,480
-30
59
$736K 0.32%
8,700
-40
60
$731K 0.32%
5,290
+90
61
$729K 0.31%
16,280
+480
62
$719K 0.31%
9,480
-1,920
63
$716K 0.31%
14,680
-2,820
64
$709K 0.31%
10,090
-2,010
65
$700K 0.3%
4,340
-860
66
$692K 0.3%
+4,650
67
$678K 0.29%
15,540
-560
68
$675K 0.29%
+6,570
69
$672K 0.29%
6,270
+270
70
$668K 0.29%
11,741
-226
71
$659K 0.28%
11,410
-290
72
$651K 0.28%
32,680
-1,320
73
$644K 0.28%
15,520
-2,980
74
$635K 0.27%
8,450
-1,500
75
$621K 0.27%
6,740
-360
1 2
3
4 5