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
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205
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206
$157K 0.07%
1,600
207
$157K 0.07%
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-150
208
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3,510
-4,600
209
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4,500
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210
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211
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212
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9,200
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213
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2,330
214
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7,360
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220
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221
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222
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3,000
223
$118K 0.05%
1,700
224
$117K 0.05%
6,440
225
$115K 0.05%
1,960
-747