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
$118M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.79M
3
+$2.66M
4
UNP icon
Union Pacific
UNP
+$2.66M
5
PSX icon
Phillips 66
PSX
+$2.55M

Top Sells

1
+$3.83M
2
+$3.46M
3
+$3.22M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.56M
5
QCOM icon
Qualcomm
QCOM
+$2.37M

Sector Composition

1 Financials 35.51%
2 Industrials 20.87%
3 Consumer Discretionary 9.72%
4 Technology 7.63%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-37,835
52
– –
-26,217
53
– –
-52,985
54
– –
-30,076
1 2
3