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
$124M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.72M
3
+$1.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$533K
5
DIS icon
Walt Disney
DIS
+$391K

Top Sells

1
+$1.89M
2
+$1.19M
3
+$1.12M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$828K
5
F icon
Ford
F
+$208K

Sector Composition

1 Financials 34.12%
2 Industrials 21.2%
3 Consumer Discretionary 10.28%
4 Healthcare 7.41%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.17%
+1,575
52
– –
-55,606
53
– –
-30,535
54
– –
-3,570
1 2
3