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
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$976K
3
+$175K
4
ETN icon
Eaton
ETN
+$86.8K
5
BAC icon
Bank of America
BAC
+$44.9K

Top Sells

1
+$2.33M
2
+$1.23M
3
+$195K
4
IBM icon
IBM
IBM
+$179K
5
GE icon
GE Aerospace
GE
+$140K

Sector Composition

1 Financials 33.16%
2 Industrials 13.96%
3 Technology 13.91%
4 Consumer Discretionary 11.06%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.2%
3,275
-250
52
$273K 0.2%
6,000
53
$269K 0.2%
6,800
54
– –
-52,599
55
– –
-22,708
1 2
3