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
$236M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$6.57M
2 +$5.02M
3 +$4.78M
4
TJX icon
TJX Companies
TJX
+$4.55M
5
AFL icon
Aflac
AFL
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.07%
2 Technology 15.21%
3 Financials 12.15%
4 Consumer Discretionary 12.11%
5 Healthcare 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$518K 0.22%
+17,624
152
$515K 0.22%
+8,400
153
$512K 0.22%
+17,550
154
$508K 0.22%
+14,050
155
$497K 0.21%
+8,776
156
$496K 0.21%
+15,800
157
$495K 0.21%
+10,452
158
$493K 0.21%
+13,303
159
$491K 0.21%
+9,600
160
$488K 0.21%
+13,900
161
$482K 0.2%
+7,300
162
$480K 0.2%
+12,450
163
$478K 0.2%
+18,700
164
$478K 0.2%
+19,400
165
$477K 0.2%
+21,800
166
$474K 0.2%
+32,500
167
$474K 0.2%
+8,500
168
$473K 0.2%
+11,900
169
$473K 0.2%
+15,500
170
$470K 0.2%
+10,200
171
$467K 0.2%
+9,200
172
$459K 0.19%
+28,700
173
$456K 0.19%
+10,200
174
$452K 0.19%
+5,400
175
$450K 0.19%
+3,900