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
$132M
AUM Growth
-$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.62M
3
+$2.55M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.84M
5
AXP icon
American Express
AXP
+$127K

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.93M
4
LOW icon
Lowe's Companies
LOW
+$1.71M
5
PG icon
Procter & Gamble
PG
+$1.4M

Sector Composition

1 Financials 31.59%
2 Industrials 17.49%
3 Consumer Discretionary 12.27%
4 Technology 8.08%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.92%
57,616
-220
27
$2.5M 1.9%
50,830
-615
28
$2.43M 1.84%
51,060
-940
29
$2.42M 1.84%
45,778
-1,022
30
$2.36M 1.79%
75,752
-28,804
31
$2.31M 1.75%
27,137
-169
32
$2.13M 1.62%
20,615
-19,538
33
$2.05M 1.56%
24,580
-110
34
$2.02M 1.53%
27,145
-23,010
35
$1.85M 1.4%
23,650
+1,625
36
$1.72M 1.31%
26,312
-500
37
$1.67M 1.27%
15,406
+255
38
$1.54M 1.17%
54,536
-1,030
39
$1.28M 0.97%
10,625
-155
40
$1.27M 0.96%
46,296
-1,635
41
$660K 0.5%
8,204
-275
42
$426K 0.32%
22,638
43
$380K 0.29%
7,575
44
$349K 0.27%
3,650
-1,000
45
$321K 0.24%
9,845
-1,227
46
$305K 0.23%
6,000
47
$294K 0.22%
6,800
48
$236K 0.18%
15,338
-2,000
49
$233K 0.18%
15,383
50
$224K 0.17%
2,975
-200
1
2
3