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
$98.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.05M
3
+$3.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
IBM icon
IBM
IBM
+$2.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.19%
2 Technology 17.35%
3 Industrials 17.13%
4 Healthcare 10.57%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.73M 4.81%
+114,638
2
$4.05M 4.11%
+36,172
3
$3.03M 3.08%
+87,777
4
$2.96M 3.01%
+56,077
5
$2.85M 2.89%
+15,585
6
$2.72M 2.77%
+111,874
7
$2.64M 2.68%
+36,153
8
$2.63M 2.67%
+46,025
9
$2.63M 2.67%
+32,379
10
$2.57M 2.61%
+71,081
11
$2.53M 2.57%
+15
12
$2.51M 2.55%
+55,040
13
$2.48M 2.52%
+27,137
14
$2.48M 2.52%
+31,625
15
$2.46M 2.5%
+33,585
16
$2.35M 2.39%
+54,385
17
$2.35M 2.39%
+32,873
18
$2.31M 2.35%
+176,760
19
$2.28M 2.32%
+23,672
20
$2.24M 2.28%
+26,485
21
$2.19M 2.22%
+25,288
22
$2.18M 2.22%
+31,680
23
$2.18M 2.21%
+53,245
24
$2.17M 2.2%
+70,610
25
$2.15M 2.18%
+27,865
1
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