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
+$23K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.36M
3
+$204K
4
WMT icon
Walmart
WMT
+$36.7K
5
DVA icon
DaVita
DVA
+$35.5K

Top Sells

1
+$2.48M
2
+$974K
3
+$539K
4
FLG
Flagstar Bank National Association
FLG
+$392K
5
UNP icon
Union Pacific
UNP
+$359K

Sector Composition

1 Financials 36.14%
2 Industrials 20.49%
3 Consumer Discretionary 9.9%
4 Healthcare 7.64%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.7%
75,840
-520
27
$1.99M 1.69%
49,455
-2,315
28
$1.99M 1.69%
22,580
-560
29
$1.89M 1.61%
55,606
-1,435
30
$1.87M 1.59%
+19,255
31
$1.69M 1.44%
22,177
-12,775
32
$1.63M 1.39%
23,425
-150
33
$1.63M 1.38%
15,881
-225
34
$1.59M 1.35%
43,445
-905
35
$1.54M 1.31%
54,786
-550
36
$1.48M 1.26%
21,260
-1,760
37
$1.19M 1.01%
30,535
-13,840
38
$828K 0.7%
3,570
-70
39
$744K 0.63%
36,450
+1,800
40
$448K 0.38%
5,772
-732
41
$375K 0.32%
22,638
42
$365K 0.31%
6,000
43
$272K 0.23%
6,800
44
$266K 0.23%
15,838
45
$235K 0.2%
2,675
46
$232K 0.2%
14,383
47
$204K 0.17%
+2,050
48
– –
-8,009
49
– –
-7,242
50
– –
-102,515
1
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