MIM

Manitou Investment Management Portfolio holdings

AUM $573M
1-Year Est. Return 24.88%
This Quarter Est. Return
1 Year Est. Return
+24.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3M
3
+$1.15M
4
AMZN icon
Amazon
AMZN
+$1M
5
JPM icon
JPMorgan Chase
JPM
+$77.9K

Top Sells

1
+$12.2M
2
+$2.49M
3
+$966K
4
APH icon
Amphenol
APH
+$714K
5
WBA
Walgreens Boots Alliance
WBA
+$476K

Sector Composition

1 Financials 30%
2 Technology 25.96%
3 Healthcare 16.55%
4 Communication Services 16.13%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$376B
$89K 0.02%
1,725
IBM icon
27
IBM
IBM
$262B
$79K 0.01%
280
APA icon
28
APA Corp
APA
$8.06B
$76K 0.01%
3,130
LIN icon
29
Linde
LIN
$211B
$74.6K 0.01%
157
USB icon
30
US Bancorp
USB
$71.1B
$73K 0.01%
1,510
NVO icon
31
Novo Nordisk
NVO
$242B
$64.3K 0.01%
1,159
WELL icon
32
Welltower
WELL
$117B
$48.1K 0.01%
270
SOBO
33
South Bow Corp
SOBO
$5.47B
$48.1K 0.01%
1,700
MMM icon
34
3M
MMM
$81.3B
$45K 0.01%
290
WHR icon
35
Whirlpool
WHR
$4.07B
$43.9K 0.01%
559
TJX icon
36
TJX Companies
TJX
$160B
$40.2K 0.01%
278
FAST icon
37
Fastenal
FAST
$48.7B
$38.4K 0.01%
784
HON icon
38
Honeywell
HON
$129B
$34.7K 0.01%
165
CAT icon
39
Caterpillar
CAT
$247B
$31K 0.01%
65
LLY icon
40
Eli Lilly
LLY
$720B
$30.5K 0.01%
40
WMT icon
41
Walmart
WMT
$859B
$26.3K ﹤0.01%
255
WSO icon
42
Watsco Inc
WSO
$15B
$20.2K ﹤0.01%
50
XRAY icon
43
Dentsply Sirona
XRAY
$2.5B
$18.4K ﹤0.01%
1,451
LULU icon
44
lululemon athletica
LULU
$19.9B
$15.1K ﹤0.01%
85
PSA icon
45
Public Storage
PSA
$54B
$7.8K ﹤0.01%
27
COIN icon
46
Coinbase
COIN
$86.3B
$4.05K ﹤0.01%
+12
EA icon
47
Electronic Arts
EA
$49.9B
$3.83K ﹤0.01%
19
PENN icon
48
PENN Entertainment
PENN
$2.37B
$2.29K ﹤0.01%
119
XYZ
49
Block Inc
XYZ
$45.8B
$2.1K ﹤0.01%
+29
ENVX icon
50
Enovix
ENVX
$2.44B
$1.4K ﹤0.01%
140
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