MIC

MU Investments Company Portfolio holdings

AUM $74.7M
1-Year Est. Return 21.79%
This Fund
S&P 500
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
+$5.61M
2
+$5.52M
3
+$5.42M
4
PH icon
Parker-Hannifin
PH
+$5.35M
5
ACN icon
Accenture
ACN
+$5.34M

Top Sells

1
+$5.61M
2
+$5.55M
3
+$5.3M
4
RY icon
Royal Bank of Canada
RY
+$5.27M
5
EL icon
Estee Lauder
EL
+$1.78M

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
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104
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+610
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$25K 0.02%
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$25K 0.02%
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+650
108
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350
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$25K 0.02%
500
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112
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500
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$24K 0.02%
270
115
$24K 0.02%
920
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116
$24K 0.02%
540
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$24K 0.02%
400
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118
$24K 0.02%
800
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119
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280
121
$23K 0.02%
600
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122
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100
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123
$23K 0.02%
280
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124
$23K 0.02%
350
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125
$23K 0.02%
600
-200
3 4
5
6 7