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
$461M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$686K

Top Sells

1
+$1.74M
2
+$867K
3
+$534K
4
WFC icon
Wells Fargo
WFC
+$505K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$505K

Sector Composition

1 Financials 36.58%
2 Communication Services 16.89%
3 Technology 15.65%
4 Healthcare 11.3%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72M 15.63%
201,797
-1,416
2
$50.3M 10.92%
359,991
-3,378
3
$43.6M 9.46%
115,818
-4,634
4
$35.1M 7.61%
206,133
-3,142
5
$32.8M 7.13%
77,001
-505
6
$28.5M 6.19%
147,998
-2,531
7
$28.3M 6.15%
81,761
-2,503
8
$27.4M 5.95%
624,533
-4,536
9
$23.9M 5.2%
152,789
-2,131
10
$23.3M 5.06%
473,634
-10,262
11
$18.7M 4.06%
62,496
-807
12
$18.3M 3.96%
58,542
-740
13
$17.4M 3.78%
160,305
-2,975
14
$13.1M 2.85%
90,024
+46,736
15
$11.6M 2.53%
79,593
-2,188
16
$4.63M 1%
8,338
-11
17
$3.54M 0.77%
15,299
+2,964
18
$2.17M 0.47%
4
19
$1.29M 0.28%
48,093
-270
20
$1.04M 0.23%
40,000
21
$996K 0.22%
3,827
-29
22
$587K 0.13%
2,787
-47
23
$525K 0.11%
795
24
$504K 0.11%
1,923
-27
25
$148K 0.03%
1,129
-371
1
2 3