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MIM
Midwest Investment Management Portfolio holdings
AUM
$121M
1-Year Est. Return
20.45%
This Fund
S&P 500
This Quarter
Est. Return
+4.72%
1 Year Est. Return
+20.45%
3 Year Est. Return
+26.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$121M
AUM Growth
+$2.88M
(+2.4%)
Cap. Flow
-$2.14M
Cap. Flow
% of AUM
-1.76%
Top 10 Holdings %
Top 10 Hldgs %
48.1%
Holding
55
New
3
Increased
3
Reduced
32
Closed
–
Top Buys
| 1 |
Snap-on
SNA
|
+$1.55M |
| 2 |
Citigroup
C
|
+$697K |
| 3 |
Delta Air Lines
DAL
|
+$249K |
| 4 |
McDonald's
MCD
|
+$203K |
| 5 |
Abbott
ABT
|
+$200K |
Top Sells
| 1 |
Ametek
AME
|
+$2.18M |
| 2 |
Wells Fargo
WFC
|
+$303K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$265K |
| 4 |
SLB Ltd
SLB
|
+$183K |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$176K |
Sector Composition
| 1 | Financials | 41.33% |
| 2 | Industrials | 20.28% |
| 3 | Consumer Discretionary | 8.88% |
| 4 | Healthcare | 7.09% |
| 5 | Energy | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $15.6M | 12.87% |
85,270
+480
| +0.6% | +$84.8K |
|
|
2
Wells Fargo
WFC
$258B
| $8.2M | 6.75% |
148,718
-5,698
| -4% | -$303K |
|
3
Visa
V
$677B
| $5.35M | 4.41% |
50,875
-1,400
| -3% | -$142K |
|
4
Union Pacific
UNP
$171B
| $5.2M | 4.28% |
44,815
-1,356
| -3% | -$145K |
|
5
Phillips 66
PSX
$80.8B
| $4.51M | 3.71% |
49,226
-846
| -2% | -$71.7K |
|
6
Republic Services
RSG
$67.7B
| $4.27M | 3.52% |
64,691
-1,501
| -2% | -$97.6K |
|
|
7
Berkshire Hathaway Class A
BRK.A
$1.06T
| $4.12M | 3.39% |
15
-1
| -6% | -$265K |
|
8
Kraft Heinz
KHC
$29.7B
| $3.94M | 3.24% |
50,781
-738
| -1% | -$61.7K |
|
9
US Bancorp
USB
$96.8B
| $3.69M | 3.04% |
68,950
-2,507
| -4% | -$131K |
|
10
T. Rowe Price
TROW
$24.9B
| $3.52M | 2.9% |
38,880
-945
| -2% | -$78.2K |
|
11
Apple
AAPL
$4.62T
| $3.44M | 2.83% |
89,396
-3,020
| -3% | -$117K |
|
12
DaVita
DVA
$14.9B
| $3.22M | 2.65% |
54,279
-2,632
| -5% | -$158K |
|
13
Thermo Fisher Scientific
TMO
$198B
| $3.2M | 2.63% |
16,898
-599
| -3% | -$108K |
|
14
AutoNation
AN
$6.57B
| $3.17M | 2.61% |
66,830
-1,900
| -3% | -$82.3K |
|
|
15
Citigroup
C
$227B
| $3.06M | 2.52% |
42,044
+10,214
| +32% | +$697K |
|
|
16
Delta Air Lines
DAL
$56.2B
| $2.87M | 2.36% |
59,473
+5,002
| +9% | +$249K |
|
17
D.R. Horton
DHI
$42.5B
| $2.78M | 2.29% |
69,695
-895
| -1% | -$32.6K |
|
18
JPMorgan Chase
JPM
$919B
| $2.67M | 2.2% |
27,946
-590
| -2% | -$54.4K |
|
19
TJX Companies
TJX
$166B
| $2.61M | 2.15% |
70,844
-1,910
| -3% | -$68K |
|
20
Fortune Brands Innovations
FBIN
$6.04B
| $2.59M | 2.13% |
45,118
-1,315
| -3% | -$72.8K |
|
|
21
SLB Ltd
SLB
$71.1B
| $2.43M | 2% |
34,882
-2,775
| -7% | -$183K |
|
22
Lowe's Companies
LOW
$116B
| $2.02M | 1.66% |
25,252
-741
| -3% | -$56.7K |
|
23
Cummins
CMI
$93.2B
| $1.91M | 1.58% |
11,394
-263
| -2% | -$42.6K |
|
|
24
Ametek
AME
$53.6B
| $1.91M | 1.57% |
28,866
-34,408
| -54% | -$2.18M |
|
25
Comcast
CMCSA
$82.8B
| $1.78M | 1.47% |
46,275
-1,232
| -3% | -$48.5K |
|
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