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MIM
Midwest Investment Management Portfolio holdings
AUM
$121M
1-Year Est. Return
20.45%
This Fund
S&P 500
This Quarter
Est. Return
-1.74%
1 Year Est. Return
+20.45%
3 Year Est. Return
+26.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$130M
AUM Growth
-$1.55M
(-1.2%)
Cap. Flow
+$1.43M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
38.56%
Holding
55
New
2
Increased
14
Reduced
28
Closed
2
Top Buys
| 1 |
Cummins
CMI
|
+$1.75M |
| 2 |
Union Pacific
UNP
|
+$1.67M |
| 3 |
PACCAR
PCAR
|
+$1.41M |
| 4 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
+$1.08M |
| 5 |
Nucor
NUE
|
+$37.7K |
Top Sells
| 1 |
Macy's
M
|
+$3.44M |
| 2 |
PepsiCo
PEP
|
+$349K |
| 3 |
Walmart Inc
WMT
|
+$268K |
| 4 |
ExxonMobil
XOM
|
+$79.1K |
| 5 |
Wells Fargo
WFC
|
+$72.8K |
Sector Composition
| 1 | Financials | 31.7% |
| 2 | Industrials | 21% |
| 3 | Consumer Discretionary | 9.15% |
| 4 | Technology | 7.9% |
| 5 | Healthcare | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $11.6M | 8.95% |
85,524
+164
| +0.2% | +$23.4K |
|
|
2
Wells Fargo
WFC
$263B
| $8.88M | 6.83% |
157,930
-1,305
| -0.8% | -$72.8K |
|
|
PCP
3
DELISTED
PRECISION CASTPARTS CORP
PCP
| $4.06M | 3.12% |
20,324
+100
| +0.5% | +$21K |
|
4
DaVita
DVA
$14.8B
| $4.05M | 3.12% |
51,020
-220
| -0.4% | -$18.1K |
|
5
Ford
F
$56.6B
| $4M | 3.08% |
266,794
-3,626
| -1% | -$56.2K |
|
6
US Bancorp
USB
$98.1B
| $3.67M | 2.82% |
84,635
-815
| -1% | -$35.6K |
|
7
Deere & Co
DE
$156B
| $3.58M | 2.75% |
36,922
-160
| -0.4% | -$14.6K |
|
|
SNI
8
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $3.46M | 2.66% |
52,985
+15,790
| +42% | +$1.08M |
|
9
JPMorgan Chase
JPM
$935B
| $3.44M | 2.65% |
50,799
-665
| -1% | -$43.4K |
|
10
TJX Companies
TJX
$166B
| $3.35M | 2.58% |
101,380
-100
| -0.1% | -$3.33K |
|
|
11
Berkshire Hathaway Class A
BRK.A
$1.06T
| $3.28M | 2.52% |
16
| – | – |
|
12
Coca-Cola
KO
$357B
| $3.22M | 2.47% |
82,019
-515
| -0.6% | -$20.9K |
|
13
Fortune Brands Innovations
FBIN
$6.11B
| $3.16M | 2.43% |
80,783
-1,293
| -2% | -$50.6K |
|
|
14
Union Pacific
UNP
$170B
| $3M | 2.31% |
31,465
+16,059
| +104% | +$1.67M |
|
15
Thermo Fisher Scientific
TMO
$200B
| $2.93M | 2.25% |
22,553
-285
| -1% | -$37.2K |
|
|
DFS
16
DELISTED
Discover Financial Services
DFS
| $2.89M | 2.22% |
50,170
-50
| -0.1% | -$2.93K |
|
17
Oracle
ORCL
$379B
| $2.79M | 2.14% |
69,160
| – | – |
|
18
Fastenal
FAST
$52B
| $2.78M | 2.14% |
264,060
+280
| +0.1% | +$2.95K |
|
19
Verizon
VZ
$180B
| $2.78M | 2.14% |
59,657
-1,225
| -2% | -$60K |
|
20
Republic Services
RSG
$67.5B
| $2.76M | 2.12% |
70,564
-335
| -0.5% | -$13.5K |
|
|
EMC
21
DELISTED
EMC CORPORATION
EMC
| $2.73M | 2.1% |
103,445
+130
| +0.1% | +$3.47K |
|
22
AutoNation
AN
$6.79B
| $2.71M | 2.09% |
43,085
| – | – |
|
|
KRFT
23
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $2.56M | 1.97% |
30,076
-4
| -0% | -$344 |
|
|
CBI
24
DELISTED
Chicago Bridge & Iron Nv
CBI
| $2.54M | 1.95% |
50,735
-95
| -0.2% | -$4.94K |
|
25
Halliburton
HAL
$28.8B
| $2.48M | 1.91% |
57,591
-25
| -0% | -$1.15K |
|
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