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
$117M
AUM Growth
+$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$2.33M
3 +$208K
4
RTX icon
RTX Corp
RTX
+$9.51K

Top Sells

1 +$1.65M
2 +$1M
3 +$772K
4
CMI icon
Cummins
CMI
+$719K
5
PCAR icon
PACCAR
PCAR
+$669K

Sector Composition

1 Financials 37.91%
2 Industrials 19.95%
3 Consumer Discretionary 9.08%
4 Healthcare 7.15%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,434
52
-6,318