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
$118M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.79M
3
+$2.66M
4
UNP icon
Union Pacific
UNP
+$2.66M
5
PSX icon
Phillips 66
PSX
+$2.55M

Top Sells

1
+$3.83M
2
+$3.46M
3
+$3.22M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.56M
5
QCOM icon
Qualcomm
QCOM
+$2.37M

Sector Composition

1 Financials 35.51%
2 Industrials 20.87%
3 Consumer Discretionary 9.72%
4 Technology 7.63%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.79%
76,360
-60
27
$2.02M 1.71%
57,041
-550
28
$1.98M 1.68%
20,530
-75
29
$1.94M 1.65%
51,770
-75
30
$1.89M 1.61%
27,450
+10
31
$1.83M 1.55%
26,216
-60
32
$1.76M 1.5%
44,375
-6,360
33
$1.75M 1.49%
23,575
-35
34
$1.64M 1.39%
16,106
+5,531
35
$1.6M 1.36%
44,350
-24,810
36
$1.59M 1.35%
23,020
-1,650
37
$1.57M 1.34%
55,336
-180
38
$836K 0.71%
3,640
-16,684
39
$748K 0.64%
34,650
-1,146
40
$479K 0.41%
6,504
-1,745
41
$392K 0.33%
7,242
-333
42
$374K 0.32%
22,638
43
$303K 0.26%
6,000
44
$264K 0.22%
6,800
45
$254K 0.22%
8,009
-1,718
46
$246K 0.21%
15,838
-500
47
$226K 0.19%
14,383
-1,000
48
$212K 0.18%
2,675
-200
49
– –
-45,429
50
– –
-82,019
1
2
3