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
76
$54K 0.04%
580
-120
77
$53K 0.04%
1,820
-730
78
$53K 0.04%
760
-140
79
$52K 0.04%
560
-240
80
$52K 0.04%
1,170
-650
81
$51K 0.04%
+1,200
82
$51K 0.04%
330
-70
83
$50K 0.04%
580
+80
84
$49K 0.04%
+400
85
$48K 0.03%
750
-450
86
$48K 0.03%
500
-100
87
$47K 0.03%
1,900
-400
88
$47K 0.03%
1,930
-400
89
$46K 0.03%
590
-240
90
$46K 0.03%
480
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91
$46K 0.03%
924
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92
$46K 0.03%
560
-120
93
$45K 0.03%
+800
94
$45K 0.03%
270
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95
$45K 0.03%
357
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96
$45K 0.03%
1,300
-300
97
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303
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98
$45K 0.03%
350
-100
99
$45K 0.03%
594
-148
100
$45K 0.03%
+1,300
2 3
4
5 6