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
$137M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.85M
3
+$1.51M
4
PX
Praxair Inc
PX
+$1.48M
5
USB icon
US Bancorp
USB
+$760K

Top Sells

1
+$2.92M
2
+$2.26M
3
+$1.62M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.45M
5
CAT icon
Caterpillar
CAT
+$1.13M

Sector Composition

1 Financials 32.11%
2 Industrials 16.42%
3 Technology 13.46%
4 Consumer Discretionary 10.21%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$345K 0.25%
9,100
52
$297K 0.22%
3,525
53
$284K 0.21%
6,000
54
$276K 0.2%
6,800
55
$225K 0.16%
14,700
56
– –
-19,754
57
– –
-33,518
58
– –
-16,305
59
– –
-21,255
1 2
3