MIM
Manitou Investment Management Portfolio holdings
AUM
$526M
This Quarter Return
+9.79%
1 Year Return
+17.63%
3 Year Return
+65.54%
5 Year Return
+136.54%
10 Year Return
+232.5%
AUM
$499M
AUM Growth
+$499M
(+8.4%)
Cap. Flow
-$2.71M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
80.02%
Holding
58
New
3
Increased
6
Reduced
13
Closed
4
Top Buys
| 1 |
Comcast
CMCSA
|
$73.2K |
| 2 |
Estee Lauder
EL
|
$55K |
| 3 |
Danaher
DHR
|
$40K |
| 4 |
Apple
AAPL
|
$32.8K |
| 5 |
Amphenol
APH
|
$24.2K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$654K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$532K |
| 3 |
Home Depot
HD
|
$351K |
| 4 |
Stryker
SYK
|
$350K |
| 5 |
Mastercard
MA
|
$222K |
Sector Composition
| 1 | Financials | 39.12% |
| 2 | Communication Services | 16.24% |
| 3 | Technology | 14.84% |
| 4 | Healthcare | 11.12% |
| 5 | Consumer Discretionary | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Boston Scientific
BSX
$156B
| – | – |
-210
| Closed | -$12.1K |
|
52
Schlumberger
SLB
$55B
| – | – |
-200
| Closed | -$10.4K |
|