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
$116M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$716K
3
+$624K
4
TROW icon
T. Rowe Price
TROW
+$606K
5
T icon
AT&T
T
+$202K

Top Sells

1
+$2.41M
2
+$1.23M
3
+$963K
4
WMT icon
Walmart
WMT
+$893K
5
MTB icon
M&T Bank
MTB
+$847K

Sector Composition

1 Financials 39.79%
2 Industrials 18.45%
3 Consumer Discretionary 7.37%
4 Energy 7.04%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-37,170
52
– –
-14,383
53
– –
-3,685
1 2
3