MIM
Midwest Investment Management Portfolio holdings
AUM
$121M
1-Year Est. Return
20.45%
1 Year Est. Return
+20.45%
AUM
$121M
AUM Growth
+$2.88M
(+2.4%)
Holding
55
Top Buys
| 1 | +$1.54M | |
| 2 | +$743K | |
| 3 | +$241K | |
| 4 |
Abbott
ABT
|
+$212K |
| 5 |
McDonald's
MCD
|
+$202K |
Top Sells
| 1 | +$2.27M | |
| 2 | +$314K | |
| 3 | +$275K | |
| 4 |
SLB Ltd
SLB
|
+$194K |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$169K |
Sector Composition
| 1 | Financials | 41.33% |
| 2 | Industrials | 20.28% |
| 3 | Consumer Discretionary | 8.88% |
| 4 | Healthcare | 7.09% |
| 5 | Energy | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Microsoft
MSFT
$3.69T
| $223K | 0.18% |
3,000
|
|
||
52
Emerson Electric
EMR
$72.9B
| $218K | 0.18% |
3,477
|
|
||
|
53
Abbott
ABT
$220B
| $212K | 0.17% |
+3,980
|
|
||
|
54
McDonald's
MCD
$213B
| $202K | 0.17% |
+1,294
|
|