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
$414M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$5.35M
3
+$3.52M
4
MMM icon
3M
MMM
+$1.98M
5
JNJ icon
Johnson & Johnson
JNJ
+$461K

Top Sells

1
+$8.76M
2
+$2.38M
3
+$1.91M
4
MSFT icon
Microsoft
MSFT
+$879K
5
BN icon
Brookfield
BN
+$603K

Sector Composition

1 Financials 34.2%
2 Healthcare 18.68%
3 Technology 13.95%
4 Energy 11.9%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$664K 0.16%
3,730
+460
27
$582K 0.14%
3,720
+370
28
$502K 0.12%
8,838
+210
29
$470K 0.11%
2,731
+170
30
$445K 0.11%
7,380
+1,000
31
$409K 0.1%
12,972
+290
32
$364K 0.09%
4,000
33
$270K 0.07%
2,000
34
$244K 0.06%
3,516
35
$202K 0.05%
2,250
-50
36
$36K 0.01%
11,000
-11,000
37
– –
-2,150
1
2