MIM
Manitou Investment Management Portfolio holdings
AUM
$573M
1-Year Est. Return
24.88%
1 Year Est. Return
+24.88%
AUM
$573M
AUM Growth
+$47.4M
(+9%)
Holding
63
Top Buys
| 1 | +$11M | |
| 2 | +$3M | |
| 3 | +$1.15M | |
| 4 |
Amazon
AMZN
|
+$1M |
| 5 |
JPMorgan Chase
JPM
|
+$77.9K |
Top Sells
| 1 | +$12.2M | |
| 2 | +$2.49M | |
| 3 | +$966K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
51
Resideo Technologies
REZI
$6.05B
| $1.17K | ﹤0.01% |
27
|
|
||
52
Garrett Motion
GTX
$2.57B
| $218 | ﹤0.01% |
16
|
|
||
53
Wabtec
WAB
$33.2B
| $200 | ﹤0.01% |
1
|
|
||
|
WBA
54
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-41,476
|
|
||
55
Sherwin-Williams
SHW
$82.5B
| – | – |
-181
|
|
||
56
Nike
NKE
$99.6B
| – | – |
-890
|
|
||
57
Estee Lauder
EL
$36.3B
| – | – |
-424
|
|
||
58
Brown-Forman Class B
BF.B
$13.6B
| – | – |
-2,133
|
|