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
$230M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.66M
3
+$4.66M
4
AMP icon
Ameriprise Financial
AMP
+$4.64M
5
PARA
Paramount Global Class B
PARA
+$4.59M

Top Sells

1
+$5.21M
2
+$4.49M
3
+$4.36M
4
AFL icon
Aflac
AFL
+$3.95M
5
VIAB
Viacom Inc. Class B
VIAB
+$3.75M

Sector Composition

1 Technology 21.85%
2 Industrials 16.55%
3 Consumer Discretionary 14.23%
4 Financials 12.06%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$168K 0.07%
4,060
202
$166K 0.07%
1,750
+200
203
$161K 0.07%
3,840
204
$160K 0.07%
+2,750
205
$158K 0.07%
+7,148
206
$157K 0.07%
1,600
207
$157K 0.07%
2,050
-150
208
$156K 0.07%
3,510
-4,600
209
$154K 0.07%
4,500
-4,900
210
$153K 0.07%
370
-80
211
$151K 0.07%
1,600
212
$151K 0.07%
9,200
-12,600
213
$149K 0.06%
2,330
214
$149K 0.06%
2,150
-300
215
$147K 0.06%
7,360
-2,400
216
$146K 0.06%
1,600
217
$144K 0.06%
3,600
218
$141K 0.06%
9,740
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219
$133K 0.06%
9,600
220
$130K 0.06%
6,300
221
$129K 0.06%
2,022
222
$121K 0.05%
3,000
223
$118K 0.05%
1,700
224
$117K 0.05%
6,440
225
$115K 0.05%
1,960
-747
7 8
9
10 11