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
$339M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$3.51M
3
+$2.59M
4
WBA
Walgreens Boots Alliance
WBA
+$2.39M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$6.03M
2
+$3.1M
3
+$22.3K

Sector Composition

1 Financials 34.4%
2 Technology 19.66%
3 Healthcare 12.79%
4 Energy 10.65%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 9.9%
406,067
+28,900
2
$25.9M 7.63%
893,904
+89,400
3
$24.6M 7.25%
752,343
+28,460
4
$19.1M 5.62%
165,301
+8,750
5
$18.5M 5.45%
335,375
+16,540
6
$15.6M 4.59%
210,087
+25,430
7
$14.7M 4.33%
90,085
+13,190
8
$13.8M 4.07%
86,958
+10,418
9
$13.6M 4%
807,960
+66,120
10
$12.9M 3.79%
207,077
-49,810
11
$12.5M 3.68%
121,015
+9,850
12
$12.4M 3.65%
182,814
+1,754
13
$11.5M 3.39%
206,723
-400
14
$11.5M 3.38%
110,260
+1,480
15
$10.5M 3.1%
674,963
+613
16
$8.44M 2.49%
73,278
+8,128
17
$7.89M 2.33%
49,300
+7,800
18
$6.83M 2.01%
132,905
+2,680
19
$6.76M 1.99%
424,502
20
$6.49M 1.91%
84,280
+77,532
21
$6.21M 1.83%
143,619
22
$4.67M 1.38%
214,004
23
$3.51M 1.04%
+55,500
24
$2.77M 0.82%
18,544
+371
25
$2.44M 0.72%
10
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