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
76
$618K 0.27%
5,970
-230
77
$612K 0.26%
5,190
-160
78
$608K 0.26%
2,160
-140
79
$597K 0.26%
16,330
+4,930
80
$596K 0.26%
6,700
-170
81
$577K 0.25%
17,897
-3,469
82
$574K 0.25%
10,870
-220
83
$573K 0.25%
66,730
-1,270
84
$571K 0.25%
5,240
+190
85
$567K 0.24%
13,090
+90
86
$560K 0.24%
14,000
87
$558K 0.24%
6,440
+140
88
$552K 0.24%
10,420
+290
89
$548K 0.24%
6,650
-250
90
$542K 0.23%
+11,490
91
$541K 0.23%
10,908
-540
92
$539K 0.23%
7,110
-190
93
$539K 0.23%
17,210
+110
94
$538K 0.23%
+6,540
95
$535K 0.23%
12,500
-800
96
$531K 0.23%
30,680
-920
97
$527K 0.23%
45,330
+1,230
98
$527K 0.23%
+34,580
99
$524K 0.23%
17,590
-210
100
$523K 0.23%
15,570
+170
2 3
4
5 6