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
$134M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.89M
3
+$2.66M
4
UNP icon
Union Pacific
UNP
+$1.57M
5
F icon
Ford
F
+$1.31M

Top Sells

1
+$2.59M
2
+$1.9M
3
+$1.78M
4
MMM icon
3M
MMM
+$1.61M
5
JCI icon
Johnson Controls International
JCI
+$569K

Sector Composition

1 Financials 32.45%
2 Technology 16.74%
3 Industrials 13.9%
4 Healthcare 9.91%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.83%
18,247
-320
27
$2.4M 1.79%
26,240
-540
28
$2.37M 1.77%
37,445
+3,015
29
$2.31M 1.72%
25,390
+800
30
$2.3M 1.72%
42,846
-10,601
31
$2.25M 1.67%
27,580
-230
32
$2.21M 1.64%
20,456
-2,465
33
$2.18M 1.63%
24,030
-800
34
$2.08M 1.55%
80,266
-983
35
$2.05M 1.53%
32,435
-290
36
$2.02M 1.51%
63,530
+7,800
37
$1.74M 1.3%
25,175
-750
38
$1.57M 1.17%
+18,650
39
$1.49M 1.11%
58,569
-306
40
$1.48M 1.1%
12,615
-13,760
41
$1.46M 1.09%
19,176
-144
42
$1.46M 1.09%
16,480
-170
43
$1.46M 1.08%
16,150
-360
44
$1.42M 1.06%
54,075
45
$1.31M 0.98%
+84,980
46
$1.18M 0.88%
15,670
-160
47
$1.14M 0.85%
23,610
+400
48
$1.06M 0.79%
38,142
+803
49
$845K 0.63%
21,092
+491
50
$655K 0.49%
7,900
+200
1
2
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