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
$506M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$2.43M
3
+$194K
4
DHR icon
Danaher
DHR
+$110K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$66.2K

Top Sells

1
+$16.9M
2
+$8.1M
3
+$6.93M
4
NKE icon
Nike
NKE
+$5.79M
5
HD icon
Home Depot
HD
+$2.89M

Sector Composition

1 Financials 28%
2 Technology 26.36%
3 Consumer Discretionary 14.99%
4 Healthcare 14.63%
5 Communication Services 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.7M 14.36%
160,379
+146
2
$55.1M 10.88%
290,974
-211
3
$48M 9.48%
113,838
-2,106
4
$42.2M 8.34%
192,451
+178
5
$35.8M 7.07%
67,933
+368
6
$35.3M 6.97%
140,840
-32,347
7
$34M 6.71%
65,343
+117
8
$28.8M 5.68%
73,922
-7,441
9
$26.7M 5.27%
111,309
-28,906
10
$21.6M 4.26%
52,202
+43,369
11
$21.3M 4.2%
92,685
+481
12
$17.3M 3.42%
48,118
-228
13
$16.2M 3.2%
233,165
-1,132
14
$13.5M 2.67%
355,335
+562
15
$13.3M 2.62%
179,451
+32,781
16
$10.8M 2.13%
84,700
17
$4.76M 0.94%
62,926
-76,560
18
$2.72M 0.54%
4
19
$1.92M 0.38%
50,049
20
$1.04M 0.2%
11,203
+160
21
$1.04M 0.2%
3,275
22
$734K 0.15%
3,160
+100
23
$373K 0.07%
40,000
24
$118K 0.02%
620
-178
25
$110K 0.02%
120
1
2