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
$138M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.62M
3
+$2.51M
4
RSG icon
Republic Services
RSG
+$2.51M
5
XOM icon
Exxon Mobil
XOM
+$2.01M

Top Sells

1
+$4.29M
2
+$2.53M
3
+$2.39M
4
V icon
Visa
V
+$1.85M
5
ETN icon
Eaton
ETN
+$1.26M

Sector Composition

1 Financials 31.66%
2 Industrials 15.8%
3 Consumer Discretionary 14.22%
4 Technology 8.78%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 9.33%
85,495
-6,634
2
$8.79M 6.38%
160,310
+2,535
3
$5.8M 4.21%
137,344
-1,550
4
$4.72M 3.43%
71,859
+5,720
5
$4.49M 3.26%
130,902
-1,790
6
$4.29M 3.12%
276,970
+15,480
7
$3.91M 2.84%
87,050
+115
8
$3.9M 2.83%
51,430
-140
9
$3.87M 2.81%
40,153
-915
10
$3.62M 2.63%
16
-1
11
$3.45M 2.51%
50,155
-10,150
12
$3.33M 2.42%
37,707
-420
13
$3.31M 2.4%
52,824
-330
14
$3.23M 2.35%
83,620
-199
15
$3.2M 2.33%
48,935
-565
16
$3.18M 2.31%
70,820
-525
17
$3.13M 2.27%
105,095
-1,040
18
$2.94M 2.13%
23,433
+190
19
$2.89M 2.1%
38,880
20
$2.88M 2.1%
104,556
-23,724
21
$2.87M 2.09%
71,420
+62,320
22
$2.87M 2.08%
61,272
+53,675
23
$2.8M 2.04%
32,647
-390
24
$2.76M 2%
+11,444
25
$2.62M 1.9%
+43,395
1
2 3