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
-$391K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.87M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M
5
DVA icon
DaVita
DVA
+$973K

Top Sells

1
+$2.46M
2
+$2.08M
3
+$2.05M
4
MMM icon
3M
MMM
+$1.48M
5
MSFT icon
Microsoft
MSFT
+$1.46M

Sector Composition

1 Financials 34.21%
2 Technology 14.91%
3 Industrials 12.17%
4 Healthcare 11.09%
5 Consumer Discretionary 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 7.87%
84,269
+8,865
2
$8.13M 6.08%
163,535
-2,181
3
$5.43M 4.06%
140,395
+48,445
4
$4.41M 3.29%
23,947
+10
5
$4.14M 3.09%
265,260
+180,280
6
$4.01M 3%
67,642
+10,292
7
$3.64M 2.72%
40,097
-362
8
$3.55M 2.66%
51,580
+14,135
9
$3.39M 2.54%
55,904
-1,065
10
$3.37M 2.52%
45,025
-370
11
$3.18M 2.38%
17
+1
12
$3.1M 2.32%
39,325
+440
13
$3.04M 2.28%
100,350
+36,820
14
$3.01M 2.25%
70,262
-1,012
15
$2.99M 2.24%
61,190
+8,240
16
$2.99M 2.23%
50,762
-94
17
$2.98M 2.23%
51,235
-455
18
$2.97M 2.22%
72,620
+120
19
$2.95M 2.2%
107,490
+1,565
20
$2.92M 2.18%
33,518
-1,365
21
$2.88M 2.16%
23,981
-932
22
$2.88M 2.15%
53,312
-236
23
$2.76M 2.06%
33,475
+60
24
$2.59M 1.94%
51,265
-730
25
$2.57M 1.92%
133,896
+6,076
1
2 3