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
176
$358K 0.15%
20,850
+20,150
177
$355K 0.15%
8,768
-607
178
$351K 0.15%
3,906
-174
179
$348K 0.15%
10,930
+30
180
$346K 0.15%
8,026
-201
181
$345K 0.15%
5,469
182
$344K 0.15%
6,350
-290
183
$339K 0.15%
11,530
-770
184
$338K 0.15%
6,240
-460
185
$334K 0.14%
+6,240
186
$324K 0.14%
9,740
-860
187
$317K 0.14%
23,010
-1,090
188
$316K 0.14%
9,190
189
$309K 0.13%
6,070
-430
190
$305K 0.13%
2,680
191
$302K 0.13%
5,170
-630
192
$301K 0.13%
+8,640
193
$297K 0.13%
17,720
-680
194
$297K 0.13%
9,170
-130
195
$295K 0.13%
+7,480
196
$289K 0.12%
+2,810
197
$287K 0.12%
3,840
-1,760
198
$276K 0.12%
15,422
-857
199
$275K 0.12%
3,640
-310
200
$271K 0.12%
3,460
6 7
8
9 10