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MU Investments Company ., Ltd. is based out of Tokyo. Their last reported 13F filing for Q3 2021 included $93,236,000 in managed 13F securities and a top 10 holdings concentration of 45.96%. MU Investments Company ., Ltd.'s largest holding is Microsoft Corp. with shares held of 16,090. Whalewisdom has at least 49 13F filings

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Top Buys

  • Name% Change


Top Sells

  • Name% Change


13F Activity

  • Market Value $93.236 Million
  • Prior Market Value $93.308 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 45.96 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:6.20 quarters
  • Time Held Top10:2.70 quarters
  • Time Held All:15.20 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15

Performance for Q3 2021: 3.26%
Performance Last 4 Quarters: 23.27%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

Global (ex. US) Holdings

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Source: Refinitiv

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Insider Transactions in the past year


WhaleScore history for MU INVESTMENTS COMPANY ., LTD.

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
MU投資顧問株式会社 CAWACHI LIMITED 0.44999999999999996% 2021-07-20 Japan
MU投資顧問株式会社 CAWACHI LIMITED 0.5499999999999999% 2021-04-13 Japan
MU投資顧問株式会社 Gunosy Inc. 0.41000000000000003% 2021-02-08 Japan
MU投資顧問株式会社 Gunosy Inc. 0.6% 2021-02-04 Japan
MU投資顧問株式会社 Gunosy Inc. 0.72% 2021-02-03 Japan
MU投資顧問株式会社 Gunosy Inc. 0.88% 2021-02-02 Japan
MU投資顧問株式会社 Gunosy Inc. 0.9900000000000001% 2021-02-01 Japan
MU投資顧問株式会社 Gunosy Inc. 0.51% 2020-11-19 Japan
MU投資顧問株式会社 Gunosy Inc. 0.25% 2020-10-28 Japan
MU投資顧問株式会社 Gunosy Inc. 0.67% 2020-10-20 Japan
MU投資顧問株式会社 IwaiCosmo Holdings,Inc. 0.36% 2015-12-25 Japan
MU投資顧問株式会社 IwaiCosmo Holdings,Inc. 0.52% 2015-09-07 Japan
MU投資顧問株式会社 Kamakura Shinsho,Ltd. 0.67% 2021-06-11 Japan
MU投資顧問株式会社 Kamakura Shinsho,Ltd. 0.37% 2021-03-15 Japan
MU投資顧問株式会社 Kamakura Shinsho,Ltd. 0.69% 2021-03-04 Japan
MU投資顧問株式会社 KLab Inc. 0.3% 2019-03-14 Japan
MU投資顧問株式会社 KLab Inc. 0.5599999999999999% 2018-10-03 Japan
MU投資顧問株式会社 KLab Inc. 0.44% 2018-07-24 Japan
MU投資顧問株式会社 KLab Inc. 0.66% 2018-05-16 Japan
MU投資顧問株式会社 KLab Inc. 0.5% 2018-04-02 Japan
MU投資顧問株式会社 LAC Co.,Ltd. 0.48% 2020-11-26 Japan
MU投資顧問株式会社 Mito Securities Co.,Ltd. 0.44% 2019-05-15 Japan
MU投資顧問株式会社 Mito Securities Co.,Ltd. 0.51% 2019-01-16 Japan
MU投資顧問株式会社 RICOH LEASING COMPANY,LTD. 0.49% 2017-10-31 Japan
MU投資顧問株式会社 TeamSpirit Inc. 0.36% 2020-09-09 Japan
MU投資顧問株式会社 TeamSpirit Inc. 0.51% 2020-08-18 Japan
MU投資顧問株式会社 The Bank of Toyama,Ltd. 0.47000000000000003% 2016-03-24 Japan
MU投資顧問株式会社 The Bank of Toyama,Ltd. 0.6% 2015-12-01 Japan
MU投資顧問株式会社 The Bank of Toyama,Ltd. 0.54% 2015-11-30 Japan
MU投資顧問株式会社 The Daisan Bank,Ltd. 0.49% 2015-09-29 Japan
MU投資顧問株式会社 The Daisan Bank,Ltd. 0.5% 2015-09-14 Japan
MU投資顧問株式会社 THE TOCHIGI BANK,LTD. 0.5% 2016-03-31 Japan
MU投資顧問株式会社 TOWA CORPORATION 0.44999999999999996% 2019-11-21 Japan
MU投資顧問株式会社 TOWA CORPORATION 0.53% 2019-10-29 Japan

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