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
$124M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.72M
3
+$1.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$533K
5
DIS icon
Walt Disney
DIS
+$391K

Top Sells

1
+$1.89M
2
+$1.19M
3
+$1.12M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$828K
5
F icon
Ford
F
+$208K

Sector Composition

1 Financials 34.12%
2 Industrials 21.2%
3 Consumer Discretionary 10.28%
4 Healthcare 7.41%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.79%
46,835
-2,620
27
$2.2M 1.78%
19,845
+590
28
$2.11M 1.7%
20,306
-205
29
$2.06M 1.66%
75,480
-360
30
$2.03M 1.64%
26,845
-340
31
$1.96M 1.58%
25,681
-315
32
$1.8M 1.45%
15,726
-155
33
$1.75M 1.41%
42,910
-535
34
$1.72M 1.39%
22,362
+185
35
$1.66M 1.34%
54,426
-360
36
$1.42M 1.15%
23,180
-245
37
$914K 0.74%
40,050
+3,600
38
$468K 0.38%
5,772
39
$414K 0.33%
22,638
40
$391K 0.32%
+3,943
41
$369K 0.3%
6,000
42
$335K 0.27%
+4,010
43
$304K 0.25%
2,975
+925
44
$276K 0.22%
6,800
45
$262K 0.21%
2,675
46
$258K 0.21%
+1,695
47
$254K 0.2%
+1,824
48
$229K 0.18%
14,383
49
$221K 0.18%
+3,520
50
$214K 0.17%
15,838
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