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
$146M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.72M
3
+$5.65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.6M
5
PFE icon
Pfizer
PFE
+$5.49M

Top Sells

1
+$5.76M
2
+$5.69M
3
+$5.61M
4
RY icon
Royal Bank of Canada
RY
+$5.44M
5
EL icon
Estee Lauder
EL
+$1.89M

Sector Composition

1 Industrials 27.5%
2 Healthcare 23.49%
3 Consumer Discretionary 16%
4 Technology 12.12%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42K 0.03%
170
-70
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$42K 0.03%
800
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53
$41K 0.03%
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54
$39K 0.03%
380
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$39K 0.03%
360
-100
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$37K 0.03%
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$37K 0.03%
270
-90
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$36K 0.02%
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-100
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$36K 0.02%
1,229
-662
60
$35K 0.02%
540
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61
$35K 0.02%
500
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62
$35K 0.02%
+10
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$35K 0.02%
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$35K 0.02%
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65
$35K 0.02%
300
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$34K 0.02%
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-150
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$34K 0.02%
547
-167
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$33K 0.02%
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$33K 0.02%
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$33K 0.02%
570
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$33K 0.02%
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$32K 0.02%
100
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$32K 0.02%
410
-200
74
$32K 0.02%
600
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75
$32K 0.02%
900
-300
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4 5