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
$130M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.53M
3
+$1.39M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.03M
5
NUE icon
Nucor
NUE
+$34.6K

Top Sells

1
+$3.44M
2
+$349K
3
+$248K
4
XOM icon
Exxon Mobil
XOM
+$76.5K
5
WFC icon
Wells Fargo
WFC
+$73.4K

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
$11.6M 8.95%
85,524
+164
2
$8.88M 6.83%
157,930
-1,305
3
$4.06M 3.12%
20,324
+100
4
$4.05M 3.12%
51,020
-220
5
$4M 3.08%
266,794
-3,626
6
$3.67M 2.82%
84,635
-815
7
$3.58M 2.75%
36,922
-160
8
$3.46M 2.66%
52,985
+15,790
9
$3.44M 2.65%
50,799
-665
10
$3.35M 2.58%
101,380
-100
11
$3.28M 2.52%
16
12
$3.22M 2.47%
82,019
-515
13
$3.16M 2.43%
80,783
-1,293
14
$3M 2.31%
31,465
+16,059
15
$2.93M 2.25%
22,553
-285
16
$2.89M 2.22%
50,170
-50
17
$2.79M 2.14%
69,160
18
$2.78M 2.14%
264,060
+280
19
$2.78M 2.14%
59,657
-1,225
20
$2.76M 2.12%
70,564
-335
21
$2.73M 2.1%
103,445
+130
22
$2.71M 2.09%
43,085
23
$2.56M 1.97%
30,076
-4
24
$2.54M 1.95%
50,735
-95
25
$2.48M 1.91%
57,591
-25
1
2 3