MIM
Midwest Investment Management Portfolio holdings
AUM
$121M
1-Year Est. Return
20.45%
1 Year Est. Return
+20.45%
AUM
$121M
AUM Growth
+$2.88M
(+2.4%)
Holding
55
Top Buys
| 1 | +$1.54M | |
| 2 | +$743K | |
| 3 | +$241K | |
| 4 |
Abbott
ABT
|
+$212K |
| 5 |
McDonald's
MCD
|
+$202K |
Top Sells
| 1 | +$2.27M | |
| 2 | +$314K | |
| 3 | +$275K | |
| 4 |
SLB Ltd
SLB
|
+$194K |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$169K |
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
$1.08T
| $15.6M | 12.87% |
85,270
+480
|
|
||
2
Wells Fargo
WFC
$270B
| $8.2M | 6.75% |
148,718
-5,698
|
|
||
3
Visa
V
$650B
| $5.35M | 4.41% |
50,875
-1,400
|
|
||
4
Union Pacific
UNP
$131B
| $5.2M | 4.28% |
44,815
-1,356
|
|
||
5
Phillips 66
PSX
$55.6B
| $4.51M | 3.71% |
49,226
-846
|
|
||
6
Republic Services
RSG
$63.6B
| $4.27M | 3.52% |
64,691
-1,501
|
|
||
|
7
Berkshire Hathaway Class A
BRK.A
$1.08T
| $4.12M | 3.39% |
15
-1
|
|
||
8
Kraft Heinz
KHC
$28.7B
| $3.94M | 3.24% |
50,781
-738
|
|
||
9
US Bancorp
USB
$73.6B
| $3.69M | 3.04% |
68,950
-2,507
|
|
||
10
T. Rowe Price
TROW
$22.4B
| $3.52M | 2.9% |
38,880
-945
|
|
||
11
Apple
AAPL
$3.97T
| $3.44M | 2.83% |
89,396
-3,020
|
|
||
12
DaVita
DVA
$8.73B
| $3.22M | 2.65% |
54,279
-2,632
|
|
||
13
Thermo Fisher Scientific
TMO
$215B
| $3.2M | 2.63% |
16,898
-599
|
|
||
14
AutoNation
AN
$6.91B
| $3.17M | 2.61% |
66,830
-1,900
|
|
||
15
Citigroup
C
$180B
| $3.06M | 2.52% |
42,044
+10,214
|
|
||
16
Delta Air Lines
DAL
$38.4B
| $2.87M | 2.36% |
59,473
+5,002
|
|
||
17
D.R. Horton
DHI
$42.6B
| $2.78M | 2.29% |
69,695
-895
|
|
||
18
JPMorgan Chase
JPM
$855B
| $2.67M | 2.2% |
27,946
-590
|
|
||
19
TJX Companies
TJX
$161B
| $2.61M | 2.15% |
70,844
-1,910
|
|
||
20
Fortune Brands Innovations
FBIN
$5.97B
| $2.59M | 2.13% |
45,118
-1,315
|
|
||
|
21
SLB Ltd
SLB
$54.8B
| $2.43M | 2% |
34,882
-2,775
|
|
||
22
Lowe's Companies
LOW
$131B
| $2.02M | 1.66% |
25,252
-741
|
|
||
23
Cummins
CMI
$65.3B
| $1.91M | 1.58% |
11,394
-263
|
|
||
24
Ametek
AME
$45.2B
| $1.91M | 1.57% |
28,866
-34,408
|
|
||
25
Comcast
CMCSA
$99.7B
| $1.78M | 1.47% |
46,275
-1,232
|
|