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
$335M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1 +$8.35M
2 +$7.91M
3 +$7.49M
4
WFC icon
Wells Fargo
WFC
+$5.33M
5
JPM icon
JPMorgan Chase
JPM
+$4.05M

Top Sells

1 +$10.4M
2 +$7.81M
3 +$6.9M
4
AAPL icon
Apple
AAPL
+$1.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$622K

Sector Composition

1 Financials 37.33%
2 Healthcare 19.14%
3 Technology 15.21%
4 Communication Services 8.86%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.6M 12.12%
222,061
+2,138
2
$32M 9.55%
202,830
+23,794
3
$24.9M 7.43%
640,754
+18,227
4
$21.5M 6.42%
469,943
-9,114
5
$20.9M 6.23%
359,500
-10,700
6
$19.4M 5.8%
1,239,399
+12,929
7
$17.9M 5.36%
625,383
+185,662
8
$17.3M 5.17%
132,006
-3,968
9
$15.6M 4.66%
245,688
-25,944
10
$13.6M 4.05%
2,039,725
+583,138
11
$13.1M 3.91%
145,385
+44,975
12
$11.9M 3.55%
104,357
+1,232
13
$9.75M 2.91%
40,351
-1,356
14
$9.13M 2.73%
106,451
-121,409
15
$8.69M 2.59%
252,370
+63,570
16
$8.35M 2.49%
+44,710
17
$8.32M 2.48%
135,470
+121,890
18
$7.96M 2.38%
1,903,933
+444,774
19
$7.91M 2.36%
+81,925
20
$6.97M 2.08%
54,860
+15,510
21
$2.72M 0.81%
10
22
$2.36M 0.7%
55,879
+498
23
$2.2M 0.66%
45,521
+29,213
24
$882K 0.26%
5,286
+1,406
25
$766K 0.23%
16,480