MIM
Midwest Investment Management Portfolio holdings
AUM
$121M
1-Year Est. Return
20.45%
1 Year Est. Return
+20.45%
AUM
$119M
AUM Growth
+$1.44M
(+1.2%)
Holding
53
Top Buys
| 1 | +$2.13M | |
| 2 | +$211K | |
| 3 | +$206K | |
| 4 |
Apple
AAPL
|
+$141K |
| 5 |
CVS Health
CVS
|
+$100K |
Top Sells
| 1 | +$2.64M | |
| 2 | +$460K | |
| 3 | +$197K | |
| 4 |
Visa
V
|
+$106K |
| 5 |
Ametek
AME
|
+$41.2K |
Sector Composition
| 1 | Financials | 39.93% |
| 2 | Industrials | 20.79% |
| 3 | Consumer Discretionary | 8.41% |
| 4 | Healthcare | 7.36% |
| 5 | Technology | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Microsoft
MSFT
$3.69T
| $206K | 0.17% |
+3,000
|
|
||
52
Verizon
VZ
$169B
| – | – |
-54,238
|
|