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
$148M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$4.29M
3 +$3.66M
4
AGN
Allergan plc
AGN
+$333K
5
AVGO icon
Broadcom
AVGO
+$248K

Top Sells

1 +$742K
2 +$561K
3 +$559K
4
AMZN icon
Amazon
AMZN
+$486K
5
GE icon
GE Aerospace
GE
+$448K

Sector Composition

1 Industrials 24.37%
2 Technology 19.84%
3 Financials 14.5%
4 Consumer Discretionary 10.21%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,800
202
-2,700
203
-600