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
$136M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$144K
2 +$127K
3 +$115K
4
TAP icon
Molson Coors Class B
TAP
+$114K
5
VOYA icon
Voya Financial
VOYA
+$105K

Top Sells

1 +$736K
2 +$437K
3 +$392K
4
AMZN icon
Amazon
AMZN
+$365K
5
GE icon
GE Aerospace
GE
+$281K

Sector Composition

1 Industrials 26.32%
2 Technology 22%
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
-2,460
202
-5,150
203
-690
204
-1,600
205
-4,700
206
-1,980
207
-13,200
208
-6,800