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
126
$453K 0.2%
9,170
-30
127
$452K 0.19%
11,080
-320
128
$451K 0.19%
9,700
-700
129
$450K 0.19%
7,990
+117
130
$450K 0.19%
13,064
-310
131
$450K 0.19%
7,540
-660
132
$448K 0.19%
13,390
-3,410
133
$446K 0.19%
13,010
-190
134
$446K 0.19%
12,230
+30
135
$444K 0.19%
13,310
-550
136
$443K 0.19%
16,080
+180
137
$442K 0.19%
10,070
-430
138
$439K 0.19%
22,620
-180
139
$439K 0.19%
7,200
140
$439K 0.19%
8,400
+400
141
$438K 0.19%
16,920
+120
142
$437K 0.19%
24,650
-450
143
$436K 0.19%
+7,790
144
$433K 0.19%
8,290
+90
145
$429K 0.18%
8,660
-790
146
$428K 0.18%
34,200
-1,200
147
$418K 0.18%
14,950
-650
148
$418K 0.18%
17,800
-5,000
149
$418K 0.18%
15,990
-310
150
$405K 0.17%
15,380
+180
4 5
6
7 8