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
101
$519K 0.22%
12,795
-105
102
$517K 0.22%
21,770
-6,330
103
$511K 0.22%
6,640
-160
104
$506K 0.22%
9,090
-210
105
$504K 0.22%
9,470
-2,430
106
$501K 0.22%
8,490
-210
107
$500K 0.22%
7,620
+90
108
$495K 0.21%
14,280
-570
109
$492K 0.21%
19,343
+359
110
$490K 0.21%
6,540
-160
111
$489K 0.21%
19,501
-516
112
$488K 0.21%
14,090
-110
113
$479K 0.21%
7,110
-190
114
$478K 0.21%
+6,030
115
$475K 0.2%
8,620
-80
116
$463K 0.2%
7,220
-480
117
$463K 0.2%
7,369
-238
118
$463K 0.2%
7,130
+130
119
$463K 0.2%
28,480
-720
120
$462K 0.2%
7,760
-240
121
$458K 0.2%
8,520
-280
122
$458K 0.2%
9,090
-2,610
123
$455K 0.2%
8,700
-400
124
$454K 0.2%
8,960
-240
125
$453K 0.2%
2,870
-130
3 4
5
6 7