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
$138M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.62M
3
+$2.51M
4
RSG icon
Republic Services
RSG
+$2.51M
5
XOM icon
Exxon Mobil
XOM
+$2.01M

Top Sells

1
+$4.29M
2
+$2.53M
3
+$2.39M
4
V icon
Visa
V
+$1.85M
5
ETN icon
Eaton
ETN
+$1.26M

Sector Composition

1 Financials 31.66%
2 Industrials 15.8%
3 Consumer Discretionary 14.22%
4 Technology 8.78%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.85%
52,000
-425
27
$2.52M 1.83%
27,306
+21,728
28
$2.37M 1.72%
46,800
-358
29
$2.27M 1.65%
57,836
+9,284
30
$2.16M 1.57%
51,445
-9,396
31
$2.11M 1.53%
24,690
+9,310
32
$2.05M 1.49%
22,025
-250
33
$1.93M 1.4%
15,951
-235
34
$1.8M 1.31%
15,151
-2,845
35
$1.76M 1.28%
26,812
-28,196
36
$1.61M 1.17%
55,566
-500
37
$1.4M 1.02%
15,424
-12,020
38
$1.4M 1.01%
10,780
-100
39
$1.37M 1%
47,931
-3,600
40
$1.29M 0.94%
14,110
-100
41
$688K 0.5%
8,479
-1,225
42
$439K 0.32%
4,650
-2,100
43
$398K 0.29%
22,638
44
$378K 0.27%
11,072
45
$363K 0.26%
7,575
-167
46
$319K 0.23%
6,000
47
$310K 0.23%
17,338
48
$283K 0.21%
6,800
49
$258K 0.19%
3,175
-100
50
$233K 0.17%
15,383
-5,000
1
2
3