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
$117M
AUM Growth
+$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.33M
3
+$208K
4
RTX icon
RTX Corp
RTX
+$9.51K

Top Sells

1
+$1.65M
2
+$1M
3
+$772K
4
CMI icon
Cummins
CMI
+$719K
5
PCAR icon
PACCAR
PCAR
+$669K

Sector Composition

1 Financials 37.91%
2 Industrials 19.95%
3 Consumer Discretionary 9.08%
4 Healthcare 7.15%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.51%
11,707
-4,755
27
$1.71M 1.46%
38,189
-14,947
28
$1.66M 1.42%
37,212
-2,020
29
$1.59M 1.36%
23,260
-730
30
$1.58M 1.35%
20,137
-735
31
$1.56M 1.33%
10,065
-4,990
32
$1.54M 1.31%
20,644
-22,090
33
$1.31M 1.12%
8,164
-4,000
34
$560K 0.48%
4,943
35
$494K 0.42%
5,497
36
$398K 0.34%
20,413
-1,402
37
$387K 0.33%
2,422
38
$384K 0.33%
4,691
39
$347K 0.3%
14,738
40
$337K 0.29%
3,015
-50
41
$301K 0.26%
2,113
42
$294K 0.25%
4,174
+135
43
$282K 0.24%
5,450
44
$271K 0.23%
6,400
45
$262K 0.22%
2,106
46
$259K 0.22%
2,300
47
$256K 0.22%
1,950
48
$251K 0.21%
2,801
49
$229K 0.2%
6,800
50
$208K 0.18%
+3,477
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