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
$124M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.72M
3
+$1.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$533K
5
DIS icon
Walt Disney
DIS
+$391K

Top Sells

1
+$1.89M
2
+$1.19M
3
+$1.12M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$828K
5
F icon
Ford
F
+$208K

Sector Composition

1 Financials 34.12%
2 Industrials 21.2%
3 Consumer Discretionary 10.28%
4 Healthcare 7.41%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 10.9%
95,325
+3,760
2
$7.59M 6.12%
156,910
+420
3
$4.6M 3.71%
57,858
+890
4
$4.49M 3.62%
57,138
+245
5
$4.45M 3.59%
51,414
+1,645
6
$3.87M 3.12%
98,844
-900
7
$3.74M 3.02%
50,975
-20
8
$3.74M 3.01%
78,414
-1,780
9
$3.73M 3.01%
79,945
+36,920
10
$3.42M 2.75%
16
11
$3.31M 2.67%
81,532
+920
12
$3.27M 2.63%
44,320
+23,060
13
$3.18M 2.57%
58,846
+44
14
$3.12M 2.52%
231,234
-15,375
15
$3.08M 2.48%
251,440
-2,640
16
$3.02M 2.43%
50,966
+1,715
17
$2.98M 2.4%
21,025
-535
18
$2.91M 2.35%
47,012
+605
19
$2.65M 2.14%
55,359
-23,382
20
$2.64M 2.13%
72,459
+2,167
21
$2.5M 2.02%
22,760
+180
22
$2.44M 1.97%
48,018
-935
23
$2.43M 1.96%
+48,666
24
$2.43M 1.96%
21,916
+50
25
$2.35M 1.89%
31,935
+405
1
2 3