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
$119M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.6M
3
+$2.47M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
KO icon
Coca-Cola
KO
+$1.83M

Top Sells

1
+$1.63M
2
+$1.45M
3
+$1.24M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$109K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$93.3K

Sector Composition

1 Financials 35.34%
2 Industrials 15.24%
3 Technology 14.68%
4 Healthcare 9.88%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.46M 7.11%
74,579
+38,407
2
$7.2M 6.05%
174,348
+59,710
3
$4.43M 3.72%
26
+11
4
$3.84M 3.23%
21,699
+6,114
5
$3.55M 2.98%
93,750
+48,300
6
$3.13M 2.63%
93,967
+6,190
7
$2.93M 2.46%
56,692
+615
8
$2.69M 2.26%
56,228
+1,188
9
$2.63M 2.21%
26,375
-762
10
$2.63M 2.21%
32,304
-75
11
$2.62M 2.2%
46,240
+215
12
$2.62M 2.2%
53,355
-1,030
13
$2.61M 2.19%
71,287
+206
14
$2.6M 2.19%
+51,515
15
$2.59M 2.17%
110,434
-1,440
16
$2.54M 2.14%
35,103
-1,050
17
$2.48M 2.08%
52,015
-1,230
18
$2.46M 2.06%
34,145
+560
19
$2.39M 2%
169,050
-7,710
20
$2.37M 1.99%
25,693
-792
21
$2.37M 1.99%
25,908
+620
22
$2.32M 1.95%
53,447
-1,872
23
$2.32M 1.95%
26,780
+3,695
24
$2.32M 1.95%
69,885
-725
25
$2.24M 1.88%
22,921
-751
1
2 3