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
$461M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$686K

Top Sells

1
+$1.74M
2
+$867K
3
+$534K
4
WFC icon
Wells Fargo
WFC
+$505K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$505K

Sector Composition

1 Financials 36.58%
2 Communication Services 16.89%
3 Technology 15.65%
4 Healthcare 11.3%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$127 ﹤0.01%
1
52
– –
-35
53
– –
-1
54
– –
-30
55
– –
-20
1 2
3