MIC

MU Investments Company Portfolio holdings

AUM $74.7M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$37.4K
2
+$33.6K
3
+$30K
4
COHR
Coherent Inc
COHR
+$29K
5
Z icon
Zillow
Z
+$27.4K

Top Sells

1
+$5.26M
2
+$5.01M
3
+$4.55M
4
AGN
Allergan plc
AGN
+$87K
5
AAPL icon
Apple
AAPL
+$66.7K

Sector Composition

1 Industrials 23.87%
2 Technology 17.94%
3 Financials 17.01%
4 Consumer Discretionary 14.92%
5 Healthcare 13.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.02%
290
152
$20K 0.02%
350
-200
153
$20K 0.02%
+140
154
$19K 0.01%
230
-120
155
$19K 0.01%
400
-200
156
$17K 0.01%
+450
157
$17K 0.01%
340
-140
158
$16K 0.01%
+130
159
$13K 0.01%
300
-200
160
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161
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162
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163
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0
167
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168
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170
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171
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0
172
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173
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-64,100
174
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-380
175
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-58,200
4 5 6
7
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