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
$138M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.62M
3
+$2.51M
4
RSG icon
Republic Services
RSG
+$2.51M
5
XOM icon
Exxon Mobil
XOM
+$2.01M

Top Sells

1
+$4.29M
2
+$2.53M
3
+$2.39M
4
V icon
Visa
V
+$1.85M
5
ETN icon
Eaton
ETN
+$1.26M

Sector Composition

1 Financials 31.66%
2 Industrials 15.8%
3 Consumer Discretionary 14.22%
4 Technology 8.78%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-19,926
52
– –
-23,638
53
– –
-23,737
54
– –
-23,590
55
– –
-51,639
1 2
3