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
$115M
AUM Growth
-$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$215K
3
+$88.1K

Top Sells

1
+$1.74M
2
+$1.42M
3
+$1.41M
4
DFS
Discover Financial Services
DFS
+$1.23M
5
UNP icon
Union Pacific
UNP
+$559K

Sector Composition

1 Financials 34.62%
2 Industrials 22.38%
3 Consumer Discretionary 7.73%
4 Healthcare 7.24%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.2%
14,383
52
$215K 0.19%
+6,800
53
– –
-21,482
54
– –
-6,800
55
– –
-1,435
56
– –
-6,265
57
– –
-6,000
1 2
3