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
201
$266K 0.11%
670
-130
202
$263K 0.11%
1,490
203
$261K 0.11%
7,466
-100
204
$247K 0.11%
2,673
205
$241K 0.1%
2,590
206
$241K 0.1%
8,260
-1,240
207
$239K 0.1%
10,680
-5,820
208
$230K 0.1%
2,370
-280
209
$227K 0.1%
+784
210
$225K 0.1%
2,500
211
$224K 0.1%
+2,420
212
$223K 0.1%
17,308
213
$223K 0.1%
4,320
-480
214
$216K 0.09%
2,700
-400
215
$201K 0.09%
2,330
216
$195K 0.08%
6,646
217
$193K 0.08%
1,670
-130
218
$191K 0.08%
3,271
219
$175K 0.08%
5,000
220
$174K 0.08%
9,440
-6,760
221
$169K 0.07%
+4,620
222
$167K 0.07%
3,400
223
$165K 0.07%
9,312
224
$163K 0.07%
2,240
225
$157K 0.07%
1,735
7 8
9
10 11