MIC
MU Investments Company Portfolio holdings
AUM
$74.7M
This Quarter Return
+2.56%
1 Year Return
+21.79%
3 Year Return
+40.4%
5 Year Return
+72.77%
10 Year Return
+258.91%
AUM
$140M
AUM Growth
+$140M
(-0.99%)
Cap. Flow
-$2.86M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
38.41%
Holding
194
New
20
Increased
5
Reduced
124
Closed
21
Top Buys
| 1 |
DFS
Discover Financial Services
DFS
|
$4.67M |
| 2 |
Yum! Brands
YUM
|
$59K |
| 3 |
Applied Materials
AMAT
|
$58K |
| 4 |
TransDigm Group
TDG
|
$58K |
| 5 |
Accenture
ACN
|
$51.7K |
Top Sells
| 1 |
PPG Industries
PPG
|
$4.95M |
| 2 |
Apple
AAPL
|
$94.8K |
| 3 |
Bank of America
BAC
|
$75.7K |
| 4 |
Microsoft
MSFT
|
$75.4K |
| 5 |
AET
Aetna Inc
AET
|
$74K |
Sector Composition
| 1 | Industrials | 24.96% |
| 2 | Technology | 22.29% |
| 3 | Financials | 15.16% |
| 4 | Consumer Discretionary | 13.01% |
| 5 | Healthcare | 12.22% |
