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
$134M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.89M
3
+$2.66M
4
UNP icon
Union Pacific
UNP
+$1.57M
5
F icon
Ford
F
+$1.31M

Top Sells

1
+$2.59M
2
+$1.9M
3
+$1.78M
4
MMM icon
3M
MMM
+$1.61M
5
JCI icon
Johnson Controls International
JCI
+$569K

Sector Composition

1 Financials 32.45%
2 Technology 16.74%
3 Industrials 13.9%
4 Healthcare 9.91%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.94M 6.66%
75,404
+825
2
$7.52M 5.61%
165,716
-8,632
3
$4.29M 3.2%
23,937
+2,238
4
$3.8M 2.83%
91,950
-1,800
5
$3.69M 2.75%
40,459
+8,155
6
$3.45M 2.57%
92,283
-1,684
7
$3.33M 2.48%
56,969
+277
8
$3.25M 2.42%
45,395
-845
9
$3.06M 2.28%
+57,350
10
$2.98M 2.22%
53,548
-2,680
11
$2.89M 2.16%
51,690
+175
12
$2.89M 2.15%
+38,885
13
$2.88M 2.15%
71,274
-13
14
$2.85M 2.12%
16
-10
15
$2.8M 2.09%
33,415
-730
16
$2.77M 2.07%
51,995
-1,360
17
$2.77M 2.07%
24,913
-780
18
$2.77M 2.07%
72,500
+2,615
19
$2.71M 2.02%
34,883
-220
20
$2.66M 1.99%
+105,925
21
$2.62M 1.96%
52,950
+935
22
$2.58M 1.92%
24,568
-1,340
23
$2.58M 1.92%
50,856
+8,246
24
$2.56M 1.91%
127,820
-1,148
25
$2.46M 1.83%
159,030
-10,020
1
2 3