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
$134M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.89M
3
+$2.66M
4
UNP icon
Union Pacific
UNP
+$1.57M
5
F icon
Ford
F
+$1.31M

Top Sells

1
+$2.59M
2
+$1.9M
3
+$1.78M
4
MMM icon
3M
MMM
+$1.61M
5
JCI icon
Johnson Controls International
JCI
+$569K

Sector Composition

1 Financials 32.45%
2 Technology 16.74%
3 Industrials 13.9%
4 Healthcare 9.91%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.44%
5,776
+526
52
$504K 0.38%
15,100
-300
53
$473K 0.35%
4,070
-850
54
$445K 0.33%
8,808
55
$353K 0.26%
23,350
-4,000
56
$328K 0.24%
24,062
57
$307K 0.23%
3,525
+100
58
$302K 0.23%
9,100
59
$290K 0.22%
6,000
60
$254K 0.19%
6,800
61
$232K 0.17%
+2,825
62
$228K 0.17%
14,700
+2,000
63
– –
-3,251
64
– –
-67,895
65
– –
-110,434
66
– –
-9,326
1 2
3