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
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$976K
3
+$175K
4
ETN icon
Eaton
ETN
+$86.8K
5
BAC icon
Bank of America
BAC
+$44.9K

Top Sells

1
+$2.33M
2
+$1.23M
3
+$195K
4
IBM icon
IBM
IBM
+$179K
5
GE icon
GE Aerospace
GE
+$140K

Sector Composition

1 Financials 33.16%
2 Industrials 13.96%
3 Technology 13.91%
4 Consumer Discretionary 11.06%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.93%
33,037
-198
27
$2.53M 1.89%
23,737
-443
28
$2.39M 1.78%
51,639
-4,213
29
$2.3M 1.71%
27,444
-501
30
$2.17M 1.62%
47,158
-325
31
$1.99M 1.48%
16,186
-1,139
32
$1.95M 1.45%
17,996
-154
33
$1.95M 1.45%
22,275
+305
34
$1.56M 1.17%
15,380
-310
35
$1.51M 1.12%
56,066
-136
36
$1.41M 1.05%
14,210
-370
37
$1.4M 1.05%
10,880
-225
38
$1.31M 0.98%
51,531
+156
39
$1.26M 0.94%
19,926
+1,370
40
$1.23M 0.92%
23,590
-900
41
$746K 0.56%
9,704
-1,285
42
$628K 0.47%
6,750
-200
43
$524K 0.39%
5,578
+100
44
$379K 0.28%
7,597
+199
45
$368K 0.27%
7,742
46
$364K 0.27%
11,072
-436
47
$357K 0.27%
22,638
48
$355K 0.26%
9,100
49
$295K 0.22%
17,338
+2,638
50
$294K 0.22%
20,383
-3,000
1
2
3