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
$526M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$1.54M
3
+$300K
4
BN icon
Brookfield
BN
+$129K
5
JPM icon
JPMorgan Chase
JPM
+$87.6K

Top Sells

1
+$15.5M
2
+$10.6M
3
+$10.3M
4
DEO icon
Diageo
DEO
+$8.88M
5
AAPL icon
Apple
AAPL
+$3.17M

Sector Composition

1 Financials 31.43%
2 Technology 26.23%
3 Healthcare 17.11%
4 Consumer Discretionary 13.57%
5 Communication Services 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$262B
$82.5K 0.02%
280
BAC icon
27
Bank of America
BAC
$376B
$81.6K 0.02%
1,725
NVO icon
28
Novo Nordisk
NVO
$242B
$80K 0.02%
1,159
META icon
29
Meta Platforms (Facebook)
META
$1.8T
$77.5K 0.01%
105
LIN icon
30
Linde
LIN
$211B
$73.7K 0.01%
157
USB icon
31
US Bancorp
USB
$71.1B
$68.3K 0.01%
1,510
NKE icon
32
Nike
NKE
$99.6B
$63.2K 0.01%
890
-148,828
SHW icon
33
Sherwin-Williams
SHW
$82.5B
$62.1K 0.01%
181
BF.B icon
34
Brown-Forman Class B
BF.B
$13.6B
$57.4K 0.01%
2,133
-380,971
APA icon
35
APA Corp
APA
$8.06B
$57.2K 0.01%
3,130
WHR icon
36
Whirlpool
WHR
$4.07B
$56.7K 0.01%
559
MMM icon
37
3M
MMM
$81.3B
$44.1K 0.01%
290
SOBO
38
South Bow Corp
SOBO
$5.47B
$44K 0.01%
1,700
WELL icon
39
Welltower
WELL
$117B
$41.5K 0.01%
270
HON icon
40
Honeywell
HON
$129B
$38.4K 0.01%
165
TJX icon
41
TJX Companies
TJX
$160B
$34.3K 0.01%
278
EL icon
42
Estee Lauder
EL
$36.3B
$34.3K 0.01%
424
FAST icon
43
Fastenal
FAST
$48.7B
$32.9K 0.01%
784
LLY icon
44
Eli Lilly
LLY
$720B
$31.2K 0.01%
40
CAT icon
45
Caterpillar
CAT
$247B
$25.2K ﹤0.01%
65
WMT icon
46
Walmart
WMT
$859B
$24.9K ﹤0.01%
255
XRAY icon
47
Dentsply Sirona
XRAY
$2.5B
$23K ﹤0.01%
1,451
WSO icon
48
Watsco Inc
WSO
$15B
$22.1K ﹤0.01%
50
LULU icon
49
lululemon athletica
LULU
$19.9B
$20.2K ﹤0.01%
85
-160
PSA icon
50
Public Storage
PSA
$54B
$7.92K ﹤0.01%
27
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