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
$130M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.53M
3 +$1.39M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.03M
5
NUE icon
Nucor
NUE
+$34.6K

Top Sells

1 +$3.44M
2 +$349K
3 +$248K
4
XOM icon
Exxon Mobil
XOM
+$76.5K
5
WFC icon
Wells Fargo
WFC
+$73.4K

Sector Composition

1 Financials 31.7%
2 Industrials 21%
3 Consumer Discretionary 9.15%
4 Technology 7.9%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-53,004
52
-3,650