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
$401M
AUM Growth
-$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13.3M
3
+$11.3M
4
JPM icon
JPMorgan Chase
JPM
+$9.9M
5
USB icon
US Bancorp
USB
+$9.79M

Top Sells

1
+$22.9M
2
+$13.6M
3
+$13M
4
CME icon
CME Group
CME
+$12M
5
EW icon
Edwards Lifesciences
EW
+$10M

Sector Composition

1 Financials 30.68%
2 Healthcare 22.36%
3 Technology 15.24%
4 Energy 12.5%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$795K 0.2%
24,516
-706,953
27
$784K 0.2%
5,020
+1,260
28
$625K 0.16%
+3,750
29
$514K 0.13%
9,648
-153,525
30
$465K 0.12%
3,240
+702
31
$425K 0.11%
2,150
-350
32
$327K 0.08%
4,000
33
$312K 0.08%
3,000
34
$244K 0.06%
2,730
-72,665
35
$240K 0.06%
+3,909
36
– –
-237,954
37
– –
-136,807
38
– –
-52,600
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