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
$115M
AUM Growth
-$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$215K
3
+$88.1K

Top Sells

1
+$1.74M
2
+$1.42M
3
+$1.41M
4
DFS
Discover Financial Services
DFS
+$1.23M
5
UNP icon
Union Pacific
UNP
+$559K

Sector Composition

1 Financials 34.62%
2 Industrials 22.38%
3 Consumer Discretionary 7.73%
4 Healthcare 7.24%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.71%
69,700
-3,880
27
$1.95M 1.69%
21,861
+990
28
$1.84M 1.6%
25,470
-1,220
29
$1.7M 1.47%
51,106
-2,870
30
$1.68M 1.45%
+69,175
31
$1.65M 1.43%
41,982
-1,705
32
$1.41M 1.22%
24,959
-21,714
33
$1.34M 1.17%
20,995
-1,335
34
$893K 0.77%
37,170
-4,575
35
$484K 0.42%
5,772
36
$459K 0.4%
4,943
-50
37
$445K 0.39%
3,685
-11,671
38
$419K 0.36%
22,282
39
$406K 0.35%
4,660
-50
40
$356K 0.31%
2,422
41
$331K 0.29%
3,050
-150
42
$299K 0.26%
2,113
43
$267K 0.23%
5,450
-75
44
$257K 0.22%
6,400
45
$255K 0.22%
3,996
46
$247K 0.21%
15,838
47
$246K 0.21%
2,745
-50
48
$245K 0.21%
1,950
49
$243K 0.21%
2,060
-100
50
$240K 0.21%
2,475
-200
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