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
$119M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.6M
3
+$2.47M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
KO icon
Coca-Cola
KO
+$1.83M

Top Sells

1
+$1.63M
2
+$1.45M
3
+$1.24M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$109K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$93.3K

Sector Composition

1 Financials 35.34%
2 Industrials 15.24%
3 Technology 14.68%
4 Healthcare 9.88%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.38%
5,250
+1,246
52
$399K 0.34%
8,808
+4,925
53
$393K 0.33%
27,350
+10,450
54
$316K 0.27%
+24,062
55
$303K 0.25%
+9,100
56
$296K 0.25%
+3,425
57
$260K 0.22%
6,000
58
$236K 0.2%
6,800
59
$207K 0.17%
+3,251
60
$175K 0.15%
+12,700
61
– –
-26,954
1 2
3