MIM
Manitou Investment Management Portfolio holdings
AUM
$573M
1-Year Est. Return
24.88%
1 Year Est. Return
+24.88%
AUM
$526M
AUM Growth
+$11.4M
(+2.2%)
Holding
66
Top Buys
| 1 | +$21M | |
| 2 | +$1.54M | |
| 3 | +$300K | |
| 4 |
Brookfield
BN
|
+$129K |
| 5 |
JPMorgan Chase
JPM
|
+$87.6K |
Top Sells
| 1 | +$15.5M | |
| 2 | +$10.6M | |
| 3 | +$10.3M | |
| 4 |
Diageo
DEO
|
+$8.88M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Electronic Arts
EA
$49.9B
| $3.03K | ﹤0.01% |
19
|
|
||
52
PENN Entertainment
PENN
$2.37B
| $2.13K | ﹤0.01% |
119
|
|
||
53
Enovix
ENVX
$2.44B
| $1.45K | ﹤0.01% |
160
|
|
||
54
Resideo Technologies
REZI
$6.05B
| $596 | ﹤0.01% |
27
|
|
||
55
Wabtec
WAB
$33.2B
| $209 | ﹤0.01% |
1
|
|
||
56
Garrett Motion
GTX
$2.57B
| $168 | ﹤0.01% |
16
|
|
||
57
Enbridge
ENB
$103B
| – | – |
-1,000
|
|
||
|
58
Diageo
DEO
$54.3B
| – | – |
-84,700
|
|