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
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$976K
3
+$175K
4
ETN icon
Eaton
ETN
+$86.8K
5
BAC icon
Bank of America
BAC
+$44.9K

Top Sells

1
+$2.33M
2
+$1.23M
3
+$195K
4
IBM icon
IBM
IBM
+$179K
5
GE icon
GE Aerospace
GE
+$140K

Sector Composition

1 Financials 33.16%
2 Industrials 13.96%
3 Technology 13.91%
4 Consumer Discretionary 11.06%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 9.49%
92,129
+7,645
2
$8.18M 6.1%
157,775
-1,390
3
$5.92M 4.42%
138,894
-1,605
4
$4.29M 3.2%
23,638
-989
5
$3.92M 2.93%
132,692
+32,992
6
$3.87M 2.88%
261,490
-1,395
7
$3.85M 2.87%
66,139
-625
8
$3.77M 2.81%
51,570
-320
9
$3.64M 2.71%
86,935
-882
10
$3.52M 2.62%
60,841
+3,021
11
$3.52M 2.62%
17
12
$3.27M 2.44%
41,068
-1,637
13
$3.23M 2.41%
128,280
-3,236
14
$3.2M 2.39%
53,154
-1,865
15
$3.19M 2.38%
60,305
-1,030
16
$3.19M 2.38%
49,500
-1,005
17
$3.13M 2.34%
48,552
-1,485
18
$3.13M 2.33%
38,127
-1,090
19
$3.1M 2.32%
106,135
-1,000
20
$2.94M 2.2%
83,819
+293
21
$2.93M 2.19%
55,008
-744
22
$2.91M 2.17%
38,880
+130
23
$2.85M 2.12%
52,425
-1,470
24
$2.83M 2.11%
23,243
+277
25
$2.73M 2.04%
71,345
-525
1
2 3