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
$132M
AUM Growth
-$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.62M
3
+$2.55M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.84M
5
AXP icon
American Express
AXP
+$127K

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.93M
4
LOW icon
Lowe's Companies
LOW
+$1.71M
5
PG icon
Procter & Gamble
PG
+$1.4M

Sector Composition

1 Financials 31.59%
2 Industrials 17.49%
3 Consumer Discretionary 12.27%
4 Technology 8.08%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,110
52
– –
-15,951
53
– –
-15,424
1 2
3