MIM

Midwest Investment Management Portfolio holdings

AUM $121M
1-Year Est. Return 20.45%
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.05M
3
+$3.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
IBM icon
IBM
IBM
+$2.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.19%
2 Technology 17.35%
3 Industrials 17.13%
4 Healthcare 10.57%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 2.11%
+55,319
27
$2.04M 2.07%
+24,685
28
$2.04M 2.07%
+18,322
29
$1.98M 2.01%
+23,085
30
$1.97M 2%
+81,269
31
$1.92M 1.95%
+25,690
32
$1.89M 1.92%
+70,261
33
$1.83M 1.86%
+43,865
34
$1.82M 1.85%
+45,450
35
$1.8M 1.82%
+126,868
36
$1.63M 1.65%
+26,954
37
$1.45M 1.47%
+57,770
38
$1.31M 1.33%
+19,895
39
$1.07M 1.09%
+16,155
40
$1.03M 1.04%
+17,030
41
$940K 0.95%
+23,560
42
$921K 0.94%
+14,950
43
$554K 0.56%
+4,965
44
$537K 0.55%
+11,131
45
$521K 0.53%
+21,000
46
$461K 0.47%
+19,656
47
$361K 0.37%
+4,004
48
$308K 0.31%
+14,052
49
$306K 0.31%
+3,750
50
$264K 0.27%
+9,025
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