We are live on ! Find out more
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
$140M
AUM Growth
-$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$195K
2
+$165K
3
+$125K
4
JPM icon
JPMorgan Chase
JPM
+$106K
5
XOM icon
Exxon Mobil
XOM
+$92K

Sector Composition

1 Industrials 28.23%
2 Healthcare 23.4%
3 Consumer Discretionary 16.58%
4 Technology 11.93%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-410
102
– –
-527
103
– –
-1,930
104
– –
-1,200
105
– –
-1,600
106
– –
-1,000
107
– –
-600
108
– –
-10
109
– –
-600
110
– –
-900
111
– –
-400
112
– –
-540
113
– –
-220
114
– –
-350
115
– –
-380
116
– –
-350
117
– –
-660
118
– –
-300
119
– –
0
120
– –
-250
121
– –
-1,600
122
– –
-570
123
– –
-400
124
– –
-270
125
– –
-440
3 4
5
6 7