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
$420M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$569K
3
+$378K
4
JPM icon
JPMorgan Chase
JPM
+$150K

Top Sells

1
+$15.1M
2
+$8.79M
3
+$7.93M
4
NKE icon
Nike
NKE
+$5.41M
5
AAPL icon
Apple
AAPL
+$482K

Sector Composition

1 Financials 37.16%
2 Technology 16.78%
3 Communication Services 16.59%
4 Healthcare 12.7%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.6M 16.55%
204,044
-910
2
$43.6M 10.37%
364,141
-66,233
3
$41.1M 9.77%
120,572
-25,802
4
$30.6M 7.27%
210,085
+1,032
5
$30.5M 7.26%
77,587
-249
6
$29.4M 7%
151,584
-2,486
7
$26.3M 6.26%
84,650
-82
8
$26M 6.19%
625,764
+310,244
9
$25.9M 6.15%
156,194
-1,953
10
$20.5M 4.88%
480,669
-4,188
11
$19.3M 4.6%
63,399
-127
12
$18M 4.29%
163,467
-49,035
13
$15.8M 3.76%
59,458
-166
14
$7.54M 1.79%
43,486
-261
15
$4.22M 1%
8,403
16
$2.67M 0.64%
12,549
+2,674
17
$2.07M 0.49%
4
18
$1.56M 0.37%
27,551
19
$1.15M 0.27%
51,201
-188
20
$1.14M 0.27%
40,000
-2,216
21
$955K 0.23%
4,020
-19
22
$559K 0.13%
3,015
-410
23
$523K 0.12%
2,092
-8
24
$452K 0.11%
839
+702
25
$164K 0.04%
1,500
-500
1
2 3