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
$123M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$300K
3
+$280K
4
JNJ icon
Johnson & Johnson
JNJ
+$262K
5
PG icon
Procter & Gamble
PG
+$236K

Top Sells

1
+$3.12M
2
+$2.21M
3
+$146K
4
AN icon
AutoNation
AN
+$117K
5
RSG icon
Republic Services
RSG
+$102K

Sector Composition

1 Financials 35.25%
2 Industrials 22.39%
3 Consumer Discretionary 7.73%
4 Healthcare 7.71%
5 Energy 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.18%
+6,400
52
$218K 0.18%
+1,435
53
$210K 0.17%
15,838
54
$210K 0.17%
14,383
55
$204K 0.17%
+6,265
56
– –
-231,234
57
– –
-46,835
1 2
3