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
$137M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.85M
3
+$1.51M
4
PX
Praxair Inc
PX
+$1.48M
5
USB icon
US Bancorp
USB
+$760K

Top Sells

1
+$2.92M
2
+$2.26M
3
+$1.62M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.45M
5
CAT icon
Caterpillar
CAT
+$1.13M

Sector Composition

1 Financials 32.11%
2 Industrials 16.42%
3 Technology 13.46%
4 Consumer Discretionary 10.21%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 1.93%
99,700
-650
27
$2.53M 1.85%
24,180
-1,175
28
$2.48M 1.81%
47,483
+4,723
29
$2.33M 1.7%
22,708
-1,300
30
$2.33M 1.7%
55,852
-910
31
$2.2M 1.6%
27,945
-100
32
$2.18M 1.59%
17,325
-681
33
$2.08M 1.52%
21,970
-1,325
34
$1.85M 1.35%
15,690
-310
35
$1.81M 1.32%
18,150
-340
36
$1.58M 1.16%
14,580
-10,360
37
$1.51M 1.1%
+56,202
38
$1.48M 1.08%
+11,105
39
$1.43M 1.04%
18,556
-385
40
$1.28M 0.94%
51,375
-300
41
$1.27M 0.93%
24,490
-600
42
$1.23M 0.9%
52,599
-335
43
$856K 0.62%
10,989
-1,570
44
$620K 0.45%
6,950
45
$551K 0.4%
5,478
-99
46
$384K 0.28%
11,508
+200
47
$371K 0.27%
7,742
-333
48
$361K 0.26%
7,398
-598
49
$354K 0.26%
23,383
50
$349K 0.25%
22,638
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