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
$447M
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.24M
3
+$4.27M
4
SYK icon
Stryker
SYK
+$3.57M
5
NKE icon
Nike
NKE
+$1.45M

Top Sells

1
+$28.1M
2
+$27.1M
3
+$12.6M
4
JPM icon
JPMorgan Chase
JPM
+$7.47M
5
MA icon
Mastercard
MA
+$3.87M

Sector Composition

1 Financials 33.59%
2 Technology 20.71%
3 Healthcare 12.47%
4 Communication Services 11.74%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.8M 18.08%
198,669
-1,572
2
$52.3M 11.7%
287,144
-69,321
3
$51.3M 11.47%
114,719
-780
4
$40.4M 9.05%
192,036
+43,847
5
$34M 7.61%
168,210
-36,937
6
$29.9M 6.69%
67,780
-8,761
7
$27.8M 6.22%
80,700
-146
8
$24.5M 5.48%
72,002
+10,483
9
$22.6M 5.05%
154,429
+2,321
10
$17.4M 3.9%
58,390
+454
11
$13.5M 3.02%
179,043
+19,241
12
$12.8M 2.86%
120,092
+40,142
13
$12.3M 2.74%
+283,675
14
$11.2M 2.52%
89,166
-556
15
$4.08M 0.91%
8,371
-7
16
$3.86M 0.86%
15,449
-10
17
$2.45M 0.55%
4
18
$1.35M 0.3%
48,678
+585
19
$826K 0.18%
3,148
-679
20
$662K 0.15%
1,174
+1,134
21
$562K 0.13%
2,857
+70
22
$484K 0.11%
40,000
23
$456K 0.1%
1,923
24
$219K 0.05%
258
-537
25
$166K 0.04%
2,471
+1,435
1
2