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
101
$26K 0.02%
282
-118
102
$26K 0.02%
310
-100
103
$26K 0.02%
220
104
$26K 0.02%
+610
105
$25K 0.02%
173
-100
106
$25K 0.02%
167
-84
107
$25K 0.02%
+650
108
$25K 0.02%
140
-100
109
$25K 0.02%
350
-200
110
$25K 0.02%
140
-70
111
$25K 0.02%
500
-250
112
$24K 0.02%
500
-200
113
$24K 0.02%
+110
114
$24K 0.02%
270
115
$24K 0.02%
920
-500
116
$24K 0.02%
540
-200
117
$24K 0.02%
400
-150
118
$24K 0.02%
800
-300
119
$23K 0.02%
420
-200
120
$23K 0.02%
280
121
$23K 0.02%
600
-148,500
122
$23K 0.02%
100
-50
123
$23K 0.02%
280
-150
124
$23K 0.02%
350
-100
125
$23K 0.02%
600
-200