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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
$140M
AUM Growth
-$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$195K
2
+$165K
3
+$125K
4
JPM icon
JPMorgan Chase
JPM
+$106K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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165
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