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
$118M
AUM Growth
+$23K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.36M
3
+$204K
4
WMT icon
Walmart
WMT
+$36.7K
5
DVA icon
DaVita
DVA
+$35.5K

Top Sells

1
+$2.48M
2
+$974K
3
+$539K
4
FLG
Flagstar Bank National Association
FLG
+$392K
5
UNP icon
Union Pacific
UNP
+$359K

Sector Composition

1 Financials 36.14%
2 Industrials 20.49%
3 Consumer Discretionary 9.9%
4 Healthcare 7.64%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 10.28%
91,565
-40
2
$8.51M 7.23%
156,490
-415
3
$4.45M 3.79%
56,968
-4,590
4
$4.14M 3.52%
56,893
+310
5
$4.07M 3.46%
49,769
+16,609
6
$3.73M 3.18%
78,741
-1,445
7
$3.55M 3.02%
50,995
+510
8
$3.54M 3.01%
99,744
-1,146
9
$3.53M 3%
80,194
-140
10
$3.47M 2.95%
246,609
-6,110
11
$3.44M 2.92%
80,612
-1,998
12
$3.25M 2.77%
49,251
+377
13
$3.16M 2.69%
16
14
$3.06M 2.6%
21,560
-308
15
$3M 2.55%
46,407
-250
16
$2.72M 2.31%
58,802
+440
17
$2.65M 2.25%
21,866
+40
18
$2.62M 2.23%
48,953
-797
19
$2.59M 2.2%
254,080
-5,840
20
$2.57M 2.18%
43,025
-30
21
$2.25M 1.92%
31,530
-200
22
$2.22M 1.89%
70,292
-465
23
$2.07M 1.76%
27,185
-265
24
$2.02M 1.71%
25,996
-220
25
$2M 1.71%
20,511
-19
1
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