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
$123M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$300K
3
+$280K
4
JNJ icon
Johnson & Johnson
JNJ
+$262K
5
PG icon
Procter & Gamble
PG
+$236K

Top Sells

1
+$3.12M
2
+$2.21M
3
+$146K
4
AN icon
AutoNation
AN
+$117K
5
RSG icon
Republic Services
RSG
+$102K

Sector Composition

1 Financials 35.25%
2 Industrials 22.39%
3 Consumer Discretionary 7.73%
4 Healthcare 7.71%
5 Energy 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.72%
26,690
-155
27
$2M 1.63%
20,871
+565
28
$1.95M 1.59%
26,301
+620
29
$1.79M 1.46%
43,687
+777
30
$1.76M 1.43%
53,976
-450
31
$1.76M 1.43%
73,580
-1,900
32
$1.74M 1.42%
21,482
-880
33
$1.73M 1.41%
15,356
-370
34
$1.36M 1.11%
22,330
-850
35
$1.02M 0.83%
41,745
+1,695
36
$488K 0.4%
4,993
+1,050
37
$480K 0.39%
5,772
38
$441K 0.36%
4,710
+700
39
$394K 0.32%
22,282
-356
40
$372K 0.3%
6,000
41
$354K 0.29%
2,422
+598
42
$339K 0.28%
3,200
+225
43
$318K 0.26%
2,113
+418
44
$285K 0.23%
6,800
45
$280K 0.23%
+5,525
46
$272K 0.22%
2,675
47
$268K 0.22%
1,950
+375
48
$262K 0.21%
+2,160
49
$257K 0.21%
3,996
+476
50
$236K 0.19%
+2,795
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