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
$119M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.6M
3
+$2.47M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
KO icon
Coca-Cola
KO
+$1.83M

Top Sells

1
+$1.63M
2
+$1.45M
3
+$1.24M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$109K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$93.3K

Sector Composition

1 Financials 35.34%
2 Industrials 15.24%
3 Technology 14.68%
4 Healthcare 9.88%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.84%
128,968
+2,100
27
$2.13M 1.78%
18,567
+245
28
$2.1M 1.77%
27,810
-55
29
$2.09M 1.76%
32,725
+1,045
30
$2.05M 1.72%
42,610
-1,255
31
$2.05M 1.72%
24,590
-95
32
$1.96M 1.65%
34,430
+17,400
33
$1.9M 1.59%
67,895
-2,366
34
$1.88M 1.57%
24,830
-860
35
$1.86M 1.56%
81,249
-20
36
$1.57M 1.32%
55,730
-2,040
37
$1.55M 1.3%
25,925
+10,975
38
$1.46M 1.22%
16,510
-16,363
39
$1.44M 1.21%
58,875
+39,219
40
$1.38M 1.16%
16,650
-14,975
41
$1.33M 1.12%
54,075
+33,075
42
$1.33M 1.12%
19,320
-575
43
$1.1M 0.92%
15,830
-325
44
$1.01M 0.85%
23,210
-350
45
$814K 0.68%
37,339
+23,287
46
$738K 0.62%
20,601
+11,576
47
$612K 0.51%
7,700
+3,950
48
$550K 0.46%
4,920
-45
49
$488K 0.41%
15,400
+7,600
50
$482K 0.4%
9,326
-1,805
1
2
3