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
151
$403K 0.17%
7,410
+150
152
$401K 0.17%
10,080
-420
153
$399K 0.17%
23,680
-7,820
154
$398K 0.17%
8,600
-320
155
$397K 0.17%
11,120
-880
156
$397K 0.17%
34,760
-11,440
157
$395K 0.17%
4,420
-470
158
$395K 0.17%
5,989
+257
159
$394K 0.17%
8,380
-70
160
$393K 0.17%
11,150
+250
161
$393K 0.17%
8,590
-3,210
162
$392K 0.17%
20,150
-350
163
$389K 0.17%
9,590
-460
164
$388K 0.17%
6,720
-630
165
$385K 0.17%
16,040
-560
166
$385K 0.17%
7,000
-800
167
$384K 0.17%
22,290
-310
168
$380K 0.16%
9,360
+560
169
$378K 0.16%
+16,150
170
$373K 0.16%
13,080
-820
171
$363K 0.16%
+7,855
172
$363K 0.16%
8,660
-2,840
173
$362K 0.16%
3,750
-120
174
$362K 0.16%
18,900
-600
175
$360K 0.16%
7,473
5 6
7
8 9