MIM

Manitou Investment Management Portfolio holdings

AUM $506M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$8.23M
3 +$3.01M
4
AMZN icon
Amazon
AMZN
+$436K
5
EW icon
Edwards Lifesciences
EW
+$123K

Top Sells

1 +$17.8M
2 +$15.3M
3 +$14.7M
4
APH icon
Amphenol
APH
+$3.55M
5
AAPL icon
Apple
AAPL
+$215K

Sector Composition

1 Financials 30.3%
2 Technology 25.45%
3 Communication Services 18.7%
4 Healthcare 16.32%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBM icon
26
IBM
IBM
$215B
$82.9K 0.01%
280
USB icon
27
US Bancorp
USB
$87.1B
$80.6K 0.01%
1,510
APA icon
28
APA Corp
APA
$14B
$76.6K 0.01%
3,130
LIN icon
29
Linde
LIN
$234B
$66.9K 0.01%
157
NVO icon
30
Novo Nordisk
NVO
$176B
$59K 0.01%
1,159
WELL icon
31
Welltower
WELL
$151B
$50.1K 0.01%
270
SOBO
32
South Bow Corp
SOBO
$6.89B
$46.7K 0.01%
1,700
MMM icon
33
3M
MMM
$75.1B
$46.4K 0.01%
290
LLY icon
34
Eli Lilly
LLY
$763B
$43K 0.01%
40
TJX icon
35
TJX Companies
TJX
$172B
$42.7K 0.01%
278
WHR icon
36
Whirlpool
WHR
$3.53B
$40.3K 0.01%
559
CAT icon
37
Caterpillar
CAT
$381B
$37.2K 0.01%
65
HON icon
38
Honeywell
HON
$132B
$32.2K 0.01%
165
-10
FAST icon
39
Fastenal
FAST
$50.4B
$31.5K 0.01%
784
WMT icon
40
Walmart Inc
WMT
$1.01T
$28.4K 0.01%
255
LULU icon
41
lululemon athletica
LULU
$16.1B
$17.7K ﹤0.01%
85
WSO icon
42
Watsco Inc
WSO
$18B
$16.8K ﹤0.01%
50
XRAY icon
43
Dentsply Sirona
XRAY
$2.3B
$16.6K ﹤0.01%
1,451
PSA icon
44
Public Storage
PSA
$51.6B
$7.01K ﹤0.01%
27
EA icon
45
Electronic Arts
EA
$50.7B
$3.88K ﹤0.01%
19
COIN icon
46
Coinbase
COIN
$47.1B
$2.71K ﹤0.01%
12
XYZ
47
Block Inc
XYZ
$41.4B
$1.89K ﹤0.01%
29
PENN icon
48
PENN Entertainment
PENN
$2.41B
$1.75K ﹤0.01%
119
ENVX icon
49
Enovix
ENVX
$1.39B
$1.02K ﹤0.01%
140
REZI icon
50
Resideo Technologies
REZI
$6.11B
$948 ﹤0.01%
27