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
$98.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$4.73M
2 +$4.05M
3 +$3.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
IBM icon
IBM
IBM
+$2.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.19%
2 Technology 17.35%
3 Industrials 17.13%
4 Healthcare 10.57%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$251K 0.26%
+16,900
52
$245K 0.25%
+6,000
53
$221K 0.22%
+7,800
54
$220K 0.22%
+6,800
55
$163K 0.17%
+3,883