MIC
MU Investments Company Portfolio holdings
AUM
$74.7M
1-Year Return
21.79%
This Quarter Return
+2.19%
1 Year Return
+21.79%
3 Year Return
+40.4%
5 Year Return
+72.77%
10 Year Return
+258.91%
AUM
$133M
AUM Growth
-$3M
(-2.2%)
Cap. Flow
-$6.08M
Cap. Flow
% of AUM
-4.56%
Top 10 Holdings %
Top 10 Hldgs %
34.91%
Holding
207
New
29
Increased
12
Reduced
129
Closed
33
Top Buys
| 1 |
Stryker
SYK
|
$4.68M |
| 2 |
Aflac
AFL
|
$4.51M |
| 3 |
UnitedHealth
UNH
|
$4.51M |
| 4 |
Cisco
CSCO
|
$4.51M |
| 5 |
W.W. Grainger
GWW
|
$4.48M |
Top Sells
| 1 |
Aon
AON
|
$5.08M |
| 2 |
Emerson Electric
EMR
|
$4.77M |
| 3 |
MON
Monsanto Co
MON
|
$4.44M |
| 4 |
C.H. Robinson
CHRW
|
$4.39M |
| 5 |
Home Depot
HD
|
$4.24M |
Sector Composition
| 1 | Industrials | 24.63% |
| 2 | Technology | 21.46% |
| 3 | Consumer Discretionary | 14.2% |
| 4 | Financials | 11.64% |
| 5 | Healthcare | 11.51% |