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
$146M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.72M
3
+$5.65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.6M
5
PFE icon
Pfizer
PFE
+$5.49M

Top Sells

1
+$5.76M
2
+$5.69M
3
+$5.61M
4
RY icon
Royal Bank of Canada
RY
+$5.44M
5
EL icon
Estee Lauder
EL
+$1.89M

Sector Composition

1 Industrials 27.5%
2 Healthcare 23.49%
3 Consumer Discretionary 16%
4 Technology 12.12%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18K 0.01%
600
-300
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$18K 0.01%
220
-66,450
153
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+80
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$18K 0.01%
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$16K 0.01%
+197
156
$15K 0.01%
+800
157
$15K 0.01%
700
-400
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$15K 0.01%
250
-150
159
$15K 0.01%
90
-50
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$14K 0.01%
+180
161
$14K 0.01%
+280
162
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4 5 6
7
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