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
-$391K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.87M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M
5
DVA icon
DaVita
DVA
+$973K

Top Sells

1
+$2.46M
2
+$2.08M
3
+$2.05M
4
MMM icon
3M
MMM
+$1.48M
5
MSFT icon
Microsoft
MSFT
+$1.46M

Sector Composition

1 Financials 34.21%
2 Technology 14.91%
3 Industrials 12.17%
4 Healthcare 11.09%
5 Consumer Discretionary 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.23%
9,100
52
$288K 0.22%
3,525
53
$276K 0.21%
6,000
54
$263K 0.2%
6,800
55
$252K 0.19%
14,700
56
– –
-38,142
57
– –
-159,030
58
– –
-80,266
59
– –
-12,615
60
– –
-4,070
61
– –
-2,825
62
– –
-32,435
63
– –
-15,100
1 2
3