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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
+1.36%
1 Year Est. Return
+20.45%
3 Year Est. Return
+26.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
-$1.33M
(-1.1%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-2.22%
Top 10 Holdings %
Top 10 Hldgs %
44.39%
Holding
59
New
6
Increased
20
Reduced
23
Closed
3
Top Buys
| 1 |
Ametek
AME
|
+$1.03M |
| 2 |
Wells Fargo
WFC
|
+$309K |
| 3 |
Sysco
SYY
|
+$267K |
| 4 |
Johnson & Johnson
JNJ
|
+$245K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$230K |
Top Sells
| 1 |
Ford
F
|
+$3.12M |
| 2 |
Nucor
NUE
|
+$2.21M |
| 3 |
DaVita
DVA
|
+$143K |
| 4 |
AutoNation
AN
|
+$119K |
| 5 |
Republic Services
RSG
|
+$95.7K |
Sector Composition
| 1 | Financials | 35.25% |
| 2 | Industrials | 22.39% |
| 3 | Consumer Discretionary | 7.73% |
| 4 | Healthcare | 7.71% |
| 5 | Energy | 6.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $13.9M | 11.31% |
95,847
+522
| +0.5% | +$74.6K |
|
|
2
Wells Fargo
WFC
$263B
| $7.73M | 6.3% |
163,238
+6,328
| +4% | +$309K |
|
3
Kraft Heinz
KHC
$29.9B
| $5.04M | 4.11% |
56,943
-195
| -0.3% | -$16K |
|
4
Union Pacific
UNP
$171B
| $5.03M | 4.1% |
57,603
-255
| -0.4% | -$21.6K |
|
5
Phillips 66
PSX
$78.4B
| $4.25M | 3.46% |
53,539
+2,125
| +4% | +$174K |
|
|
6
Republic Services
RSG
$67.3B
| $3.92M | 3.2% |
76,419
-1,995
| -3% | -$95.7K |
|
|
7
DaVita
DVA
$14.8B
| $3.79M | 3.09% |
49,080
-1,895
| -4% | -$143K |
|
8
TJX Companies
TJX
$167B
| $3.74M | 3.04% |
96,754
-2,090
| -2% | -$79.8K |
|
|
9
AutoNation
AN
$6.87B
| $3.64M | 2.96% |
77,455
-2,490
| -3% | -$119K |
|
10
SLB Ltd
SLB
$70.8B
| $3.47M | 2.83% |
43,941
-379
| -0.9% | -$29.1K |
|
|
11
Berkshire Hathaway Class A
BRK.A
$1.06T
| $3.47M | 2.83% |
16
| – | – |
|
12
US Bancorp
USB
$98.1B
| $3.37M | 2.75% |
83,540
+2,008
| +2% | +$83.6K |
|
13
Verizon
VZ
$179B
| $3.25M | 2.65% |
58,291
-555
| -0.9% | -$28.8K |
|
|
14
Ametek
AME
$53.6B
| $3.23M | 2.64% |
69,983
+21,317
| +44% | +$1.03M |
|
15
JPMorgan Chase
JPM
$927B
| $3.18M | 2.59% |
51,193
+227
| +0.4% | +$14.2K |
|
16
Thermo Fisher Scientific
TMO
$200B
| $3.03M | 2.47% |
20,505
-520
| -2% | -$76.7K |
|
17
Fastenal
FAST
$51.6B
| $2.75M | 2.24% |
247,460
-3,980
| -2% | -$45.5K |
|
18
TE Connectivity
TEL
$58.5B
| $2.69M | 2.19% |
47,027
+15
| +0% | +$903 |
|
19
Fortune Brands Innovations
FBIN
$6.12B
| $2.68M | 2.18% |
54,025
-1,334
| -2% | -$65.1K |
|
20
M&T Bank
MTB
$36.3B
| $2.56M | 2.09% |
21,691
-225
| -1% | -$26.1K |
|
21
Cummins
CMI
$91.4B
| $2.54M | 2.07% |
22,635
-125
| -0.5% | -$14.2K |
|
22
PACCAR
PCAR
$64.8B
| $2.52M | 2.05% |
72,879
+420
| +0.6% | +$15.4K |
|
|
DFS
23
DELISTED
Discover Financial Services
DFS
| $2.5M | 2.04% |
46,673
-1,345
| -3% | -$73.2K |
|
24
T. Rowe Price
TROW
$25.4B
| $2.45M | 2% |
33,560
+1,625
| +5% | +$121K |
|
25
Parker-Hannifin
PH
$120B
| $2.13M | 1.74% |
19,735
-110
| -0.6% | -$12.3K |
|
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