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
$115M
AUM Growth
-$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$215K
3
+$88.1K

Top Sells

1
+$1.74M
2
+$1.42M
3
+$1.41M
4
DFS
Discover Financial Services
DFS
+$1.23M
5
UNP icon
Union Pacific
UNP
+$559K

Sector Composition

1 Financials 34.62%
2 Industrials 22.38%
3 Consumer Discretionary 7.73%
4 Healthcare 7.24%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 11.8%
94,154
-1,693
2
$7.11M 6.17%
160,518
-2,720
3
$5.06M 4.39%
51,868
-5,735
4
$4.92M 4.26%
54,918
-2,025
5
$4.24M 3.67%
52,579
-960
6
$3.68M 3.19%
72,989
-3,430
7
$3.61M 3.13%
74,040
-3,415
8
$3.46M 3%
92,634
-4,120
9
$3.46M 3%
16
10
$3.44M 2.98%
80,115
-3,425
11
$3.29M 2.85%
41,837
-2,104
12
$3.25M 2.82%
68,103
-1,880
13
$3.1M 2.69%
46,995
-2,085
14
$3.05M 2.65%
19,170
-1,335
15
$2.93M 2.55%
56,451
-1,840
16
$2.91M 2.52%
45,212
-1,815
17
$2.8M 2.43%
21,840
-795
18
$2.77M 2.4%
70,757
-2,122
19
$2.53M 2.19%
50,883
-3,142
20
$2.41M 2.09%
230,980
-16,480
21
$2.39M 2.07%
19,050
-685
22
$2.38M 2.06%
20,471
-1,220
23
$2.19M 1.9%
32,965
-595
24
$2.1M 1.82%
25,421
-880
25
$1.99M 1.72%
29,826
-21,367
1
2 3