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
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$59K
3
+$58K
4
TDG icon
TransDigm Group
TDG
+$58K
5
ACN icon
Accenture
ACN
+$51.7K

Top Sells

1
+$4.95M
2
+$94.8K
3
+$75.7K
4
MSFT icon
Microsoft
MSFT
+$75.4K
5
AET
Aetna Inc
AET
+$74K

Sector Composition

1 Industrials 24.96%
2 Technology 22.29%
3 Financials 15.16%
4 Consumer Discretionary 13.01%
5 Healthcare 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74K 0.05%
630
-270
52
$71K 0.05%
420
-140
53
$67K 0.05%
340
-210
54
$67K 0.05%
2,000
-450
55
$66K 0.05%
1,000
-200
56
$65K 0.05%
2,288
-490
57
$63K 0.05%
730
-270
58
$63K 0.05%
720
-300
59
$62K 0.04%
1,800
-700
60
$62K 0.04%
290
-110
61
$62K 0.04%
940
-350
62
$62K 0.04%
2,460
-990
63
$60K 0.04%
990
-410
64
$60K 0.04%
570
-130
65
$60K 0.04%
1,020
-380
66
$59K 0.04%
+800
67
$58K 0.04%
+1,400
68
$58K 0.04%
946
-210
69
$58K 0.04%
+220
70
$57K 0.04%
1,416
+140
71
$56K 0.04%
480
-90
72
$55K 0.04%
500
-100
73
$54K 0.04%
210
-90
74
$54K 0.04%
2,103
-421
75
$54K 0.04%
500
-200
1 2
3
4 5