MIC
MU Investments Company Portfolio holdings
AUM
$74.7M
1-Year Return
21.79%
This Quarter Return
+0.68%
1 Year Return
+21.79%
3 Year Return
+40.4%
5 Year Return
+72.77%
10 Year Return
+258.91%
AUM
$140M
AUM Growth
-$5.9M
(-4%)
Cap. Flow
-$5.14M
Cap. Flow
% of AUM
-3.67%
Top 10 Holdings %
Top 10 Hldgs %
43.31%
Holding
165
New
–
Increased
–
Reduced
10
Closed
136
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
+$190K |
| 2 |
Microsoft
MSFT
|
+$165K |
| 3 |
Amazon
AMZN
|
+$125K |
| 4 |
JPMorgan Chase
JPM
|
+$106K |
| 5 |
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% |
