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
$117M
AUM Growth
+$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.33M
3
+$208K
4
RTX icon
RTX Corp
RTX
+$9.51K

Top Sells

1
+$1.65M
2
+$1M
3
+$772K
4
CMI icon
Cummins
CMI
+$719K
5
PCAR icon
PACCAR
PCAR
+$669K

Sector Composition

1 Financials 37.91%
2 Industrials 19.95%
3 Consumer Discretionary 9.08%
4 Healthcare 7.15%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 12.03%
84,550
-6,025
2
$8.59M 7.33%
154,371
-3,538
3
$4.92M 4.2%
46,491
-1,565
4
$4.75M 4.05%
53,405
-1,341
5
$4.7M 4.01%
51,719
-1,600
6
$4.17M 3.56%
66,392
-1,915
7
$4M 3.41%
16
8
$3.95M 3.37%
49,847
-1,350
9
$3.88M 3.31%
75,258
-1,985
10
$3.85M 3.28%
56,596
-1,560
11
$3.46M 2.95%
63,954
-2,130
12
$3.38M 2.89%
85,514
-2,760
13
$3.18M 2.71%
88,496
-2,748
14
$2.98M 2.55%
38,207
-1,710
15
$2.81M 2.4%
66,410
-2,210
16
$2.72M 2.32%
39,975
-1,040
17
$2.69M 2.29%
17,497
-745
18
$2.64M 2.26%
54,238
-1,735
19
$2.51M 2.14%
28,536
-570
20
$2.42M 2.07%
46,585
-1,890
21
$2.42M 2.07%
+52,680
22
$2.33M 1.99%
+69,830
23
$2.12M 1.81%
25,843
-1,175
24
$2.12M 1.81%
65,366
-1,790
25
$1.79M 1.53%
47,582
-1,800
1
2 3