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
$421M
AUM Growth
+$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$147K
3 +$132K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.4K
5
LLY icon
Eli Lilly
LLY
+$21.5K

Top Sells

1 +$1.56M
2 +$291K
3 +$198K
4
AAPL icon
Apple
AAPL
+$181K
5
JPM icon
JPMorgan Chase
JPM
+$117K

Sector Composition

1 Financials 37.27%
2 Communication Services 17.97%
3 Technology 15.17%
4 Healthcare 11.61%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$71.2M 16.92%
203,213
-831
2
$47.6M 11.3%
363,369
-772
3
$38M 9.04%
120,452
-120
4
$30.7M 7.29%
77,506
-81
5
$30.3M 7.21%
209,275
-810
6
$27.9M 6.63%
629,069
+3,305
7
$25.8M 6.12%
150,529
-1,055
8
$25.5M 6.05%
84,264
-386
9
$24.1M 5.73%
154,920
-1,274
10
$19.8M 4.7%
483,896
+3,227
11
$17.3M 4.11%
63,303
-96
12
$15.6M 3.71%
163,280
-187
13
$15.1M 3.59%
59,282
-176
14
$11.8M 2.81%
+81,781
15
$6.46M 1.53%
43,288
-198
16
$3.65M 0.87%
8,349
-54
17
$2.71M 0.64%
12,335
-214
18
$2.13M 0.51%
4
19
$1.01M 0.24%
48,363
-2,838
20
$890K 0.21%
40,000
21
$887K 0.21%
3,856
-164
22
$567K 0.13%
2,834
-181
23
$449K 0.11%
795
-44
24
$449K 0.11%
1,950
-142
25
$166K 0.04%
1,260
+200