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
$526M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$35.6M
3
+$21.3M
4
APH icon
Amphenol
APH
+$15.1M
5
EL icon
Estee Lauder
EL
+$10.5M

Top Sells

1
+$24.9M
2
+$22.2M
3
+$17.7M
4
SYK icon
Stryker
SYK
+$8.55M
5
JPM icon
JPMorgan Chase
JPM
+$5.9M

Sector Composition

1 Financials 27.2%
2 Technology 26.98%
3 Consumer Discretionary 15.45%
4 Healthcare 11.01%
5 Consumer Staples 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.7M 14.03%
160,233
-38,436
2
$49.9M 9.49%
115,944
+1,225
3
$48.3M 9.19%
291,185
+4,041
4
$40.4M 7.68%
173,187
-18,849
5
$36.3M 6.9%
65,226
+64,052
6
$35.8M 6.82%
+192,273
7
$33.4M 6.35%
67,565
-215
8
$33M 6.27%
81,363
+663
9
$29.6M 5.62%
140,215
-27,995
10
$25.6M 4.88%
92,204
+76,755
11
$22.5M 4.27%
225,298
+105,206
12
$17.5M 3.32%
48,346
-23,656
13
$17.5M 3.32%
354,773
+71,098
14
$15.3M 2.9%
234,297
+231,826
15
$12.3M 2.35%
139,486
-39,557
16
$11.9M 2.26%
84,700
-4,466
17
$9.68M 1.84%
146,670
+146,423
18
$4.46M 0.85%
8,833
+462
19
$2.76M 0.53%
4
20
$1.77M 0.34%
50,049
+1,371
21
$1.02M 0.19%
+11,043
22
$900K 0.17%
3,275
+127
23
$675K 0.13%
3,060
+203
24
$358K 0.07%
40,000
25
$138K 0.03%
1,159
1
2