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
$136M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$144K
2
+$127K
3
+$115K
4
TAP icon
Molson Coors Class B
TAP
+$114K
5
VOYA icon
Voya Financial
VOYA
+$105K

Top Sells

1
+$736K
2
+$437K
3
+$392K
4
AMZN icon
Amazon
AMZN
+$365K
5
GE icon
GE Aerospace
GE
+$281K

Sector Composition

1 Industrials 26.32%
2 Technology 22%
3 Financials 14.71%
4 Consumer Discretionary 9.68%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74K 0.05%
+2,000
127
$74K 0.05%
450
-340
128
$73K 0.05%
900
-1,000
129
$73K 0.05%
+2,100
130
$73K 0.05%
350
-430
131
$72K 0.05%
670
-780
132
$72K 0.05%
950
-800
133
$72K 0.05%
+2,900
134
$71K 0.05%
900
-900
135
$71K 0.05%
2,500
-3,900
136
$70K 0.05%
+1,000
137
$69K 0.05%
+3,600
138
$69K 0.05%
254
-350
139
$69K 0.05%
2,750
-2,550
140
$69K 0.05%
5,544
-5,660
141
$68K 0.05%
+900
142
$67K 0.05%
900
-700
143
$66K 0.05%
+820
144
$66K 0.05%
900
-900
145
$66K 0.05%
640
-540
146
$65K 0.05%
950
-1,300
147
$64K 0.05%
560
-500
148
$64K 0.05%
1,100
-1,100
149
$63K 0.05%
1,000
-1,050
150
$63K 0.05%
260
-860
4 5
6
7 8