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
-$391K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.87M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M
5
DVA icon
DaVita
DVA
+$973K

Top Sells

1
+$2.46M
2
+$2.08M
3
+$2.05M
4
MMM icon
3M
MMM
+$1.48M
5
MSFT icon
Microsoft
MSFT
+$1.46M

Sector Composition

1 Financials 34.21%
2 Technology 14.91%
3 Industrials 12.17%
4 Healthcare 11.09%
5 Consumer Discretionary 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.86%
25,355
-885
27
$2.48M 1.85%
24,940
-450
28
$2.34M 1.75%
24,008
-560
29
$2.33M 1.74%
56,762
-35,521
30
$2.26M 1.69%
28,045
+465
31
$2.26M 1.69%
19,754
-702
32
$2.23M 1.67%
18,006
-241
33
$2.12M 1.58%
42,760
-86
34
$2.1M 1.57%
23,295
-735
35
$1.73M 1.3%
18,490
-160
36
$1.62M 1.21%
21,255
-3,920
37
$1.56M 1.17%
16,000
-150
38
$1.45M 1.09%
16,305
-175
39
$1.42M 1.06%
18,941
-235
40
$1.33M 0.99%
52,934
-5,635
41
$1.32M 0.98%
51,675
-2,400
42
$1.24M 0.92%
25,090
+1,480
43
$944K 0.71%
12,559
-3,111
44
$580K 0.43%
6,950
-950
45
$544K 0.41%
5,577
-199
46
$416K 0.31%
11,308
-9,784
47
$389K 0.29%
8,075
-733
48
$380K 0.28%
+7,996
49
$347K 0.26%
23,383
+33
50
$324K 0.24%
22,638
-1,424
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