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MIC

MU Investments Company Portfolio holdings

AUM $74.7M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$138K
2
+$134K
3
+$107K
4
ASH icon
Ashland
ASH
+$104K
5
VOYA icon
Voya Financial
VOYA
+$101K

Top Sells

1
+$695K
2
+$429K
3
+$403K
4
AMZN icon
Amazon
AMZN
+$337K
5
GE icon
GE Aerospace
GE
+$296K

Sector Composition

1 Industrials 26.32%
2 Technology 22.06%
3 Financials 14.71%
4 Consumer Discretionary 9.68%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-13,200
202
– –
-6,800
203
– –
-1,920
204
– –
-2,100
205
– –
-2,511
206
– –
-1,859
207
– –
-2,330
208
– –
-1,500
5 6 7 8
9