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
$132M
AUM Growth
-$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.62M
3
+$2.55M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.84M
5
AXP icon
American Express
AXP
+$127K

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.93M
4
LOW icon
Lowe's Companies
LOW
+$1.71M
5
PG icon
Procter & Gamble
PG
+$1.4M

Sector Composition

1 Financials 31.59%
2 Industrials 17.49%
3 Consumer Discretionary 12.27%
4 Technology 8.08%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 9.36%
85,360
-135
2
$8.66M 6.58%
159,235
-1,075
3
$4.36M 3.32%
270,420
-6,550
4
$4.25M 3.23%
20,224
+8,780
5
$4.16M 3.16%
51,240
-190
6
$3.73M 2.83%
85,450
-1,600
7
$3.55M 2.7%
101,480
-29,422
8
$3.48M 2.64%
16
9
$3.44M 2.61%
53,004
-18,855
10
$3.35M 2.54%
82,534
-54,810
11
$3.33M 2.53%
82,076
-1,544
12
$3.25M 2.47%
37,082
-625
13
$3.12M 2.37%
51,464
-1,360
14
$3.07M 2.33%
22,838
-595
15
$2.98M 2.27%
69,160
-1,660
16
$2.96M 2.25%
60,882
-390
17
$2.88M 2.18%
70,899
-521
18
$2.83M 2.15%
50,220
+1,285
19
$2.77M 2.11%
43,085
-310
20
$2.73M 2.08%
+263,780
21
$2.65M 2.01%
38,220
-660
22
$2.64M 2.01%
103,315
-1,780
23
$2.62M 1.99%
+30,080
24
$2.6M 1.98%
32,180
-467
25
$2.55M 1.94%
+37,195
1
2 3