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
$130M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.53M
3
+$1.39M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.03M
5
NUE icon
Nucor
NUE
+$34.6K

Top Sells

1
+$3.44M
2
+$349K
3
+$248K
4
XOM icon
Exxon Mobil
XOM
+$76.5K
5
WFC icon
Wells Fargo
WFC
+$73.4K

Sector Composition

1 Financials 31.7%
2 Industrials 21%
3 Consumer Discretionary 9.15%
4 Technology 7.9%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.9%
31,810
-370
27
$2.4M 1.84%
76,420
+668
28
$2.37M 1.82%
37,835
-385
29
$2.36M 1.81%
45,429
-349
30
$2.28M 1.76%
51,845
+785
31
$2.18M 1.68%
26,217
-920
32
$2.16M 1.66%
20,605
-10
33
$2.13M 1.63%
24,670
+90
34
$1.84M 1.41%
27,440
+295
35
$1.83M 1.41%
23,610
-40
36
$1.76M 1.36%
26,276
-36
37
$1.67M 1.28%
55,516
+980
38
$1.67M 1.28%
+12,715
39
$1.39M 1.07%
+32,760
40
$1.26M 0.97%
10,575
-50
41
$846K 0.65%
35,796
-10,500
42
$648K 0.5%
8,249
+45
43
$417K 0.32%
7,575
44
$416K 0.32%
22,638
45
$354K 0.27%
9,727
-118
46
$309K 0.24%
6,000
47
$289K 0.22%
6,800
48
$278K 0.21%
16,338
+1,000
49
$249K 0.19%
15,383
50
$230K 0.18%
2,875
-100
1
2
3