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
$137M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.85M
3
+$1.51M
4
PX
Praxair Inc
PX
+$1.48M
5
USB icon
US Bancorp
USB
+$760K

Top Sells

1
+$2.92M
2
+$2.26M
3
+$1.62M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.45M
5
CAT icon
Caterpillar
CAT
+$1.13M

Sector Composition

1 Financials 32.11%
2 Industrials 16.42%
3 Technology 13.46%
4 Consumer Discretionary 10.21%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 7.8%
84,484
+215
2
$8.37M 6.1%
159,165
-4,370
3
$5.95M 4.34%
140,499
+104
4
$4.53M 3.31%
262,885
-2,375
5
$4.27M 3.11%
24,627
+680
6
$3.94M 2.88%
+57,820
7
$3.87M 2.83%
66,764
-878
8
$3.8M 2.78%
87,817
+17,555
9
$3.75M 2.74%
51,890
+310
10
$3.55M 2.59%
50,037
-725
11
$3.55M 2.59%
39,217
-880
12
$3.23M 2.35%
17
13
$3.22M 2.35%
42,705
-2,320
14
$3.17M 2.31%
55,019
-885
15
$3.13M 2.28%
50,505
-730
16
$3.07M 2.24%
38,750
-575
17
$3.06M 2.23%
131,516
-2,380
18
$2.94M 2.15%
61,335
+145
19
$2.94M 2.14%
55,752
+2,440
20
$2.91M 2.12%
71,870
-750
21
$2.85M 2.08%
+83,526
22
$2.82M 2.06%
107,135
-355
23
$2.81M 2.05%
33,235
-240
24
$2.71M 1.98%
22,966
-1,015
25
$2.65M 1.94%
53,895
+2,630
1
2 3