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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
+2.02%
1 Year Est. Return
+20.45%
3 Year Est. Return
+26.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$1.44M
(+1.2%)
Cap. Flow
-$725K
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
48.25%
Holding
53
New
2
Increased
12
Reduced
16
Closed
1
Top Buys
| 1 |
Citigroup
C
|
+$1.95M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$210K |
| 3 |
Microsoft
MSFT
|
+$206K |
| 4 |
Apple
AAPL
|
+$145K |
| 5 |
CVS Health
CVS
|
+$98.3K |
Top Sells
| 1 |
Verizon
VZ
|
+$2.64M |
| 2 |
TJX Companies
TJX
|
+$481K |
| 3 |
US Bancorp
USB
|
+$196K |
| 4 |
Visa
V
|
+$105K |
| 5 |
Ametek
AME
|
+$40.1K |
Sector Composition
| 1 | Financials | 39.93% |
| 2 | Industrials | 20.79% |
| 3 | Consumer Discretionary | 8.41% |
| 4 | Healthcare | 7.36% |
| 5 | Technology | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $14.4M | 12.11% |
84,790
+240
| +0.3% | +$39.9K |
|
2
Wells Fargo
WFC
$258B
| $8.56M | 7.21% |
154,416
+45
| +0% | +$2.41K |
|
3
Union Pacific
UNP
$171B
| $5.03M | 4.24% |
46,171
-320
| -0.7% | -$34.9K |
|
|
4
Visa
V
$677B
| $4.9M | 4.13% |
52,275
-1,130
| -2% | -$105K |
|
5
Kraft Heinz
KHC
$29.7B
| $4.41M | 3.72% |
51,519
-200
| -0.4% | -$18.1K |
|
6
Republic Services
RSG
$67.7B
| $4.22M | 3.56% |
66,192
-200
| -0.3% | -$12.7K |
|
7
Phillips 66
PSX
$80.8B
| $4.14M | 3.49% |
50,072
+225
| +0.5% | +$17.7K |
|
|
8
Berkshire Hathaway Class A
BRK.A
$1.06T
| $4.08M | 3.44% |
16
| – | – |
|
|
9
Ametek
AME
$53.6B
| $3.83M | 3.23% |
63,274
-680
| -1% | -$40.1K |
|
|
10
US Bancorp
USB
$96.8B
| $3.71M | 3.13% |
71,457
-3,801
| -5% | -$196K |
|
11
DaVita
DVA
$14.9B
| $3.69M | 3.11% |
56,911
+315
| +0.6% | +$20.9K |
|
|
12
Apple
AAPL
$4.62T
| $3.33M | 2.81% |
92,416
+3,920
| +4% | +$145K |
|
13
Thermo Fisher Scientific
TMO
$198B
| $3.05M | 2.57% |
17,497
| – | – |
|
14
T. Rowe Price
TROW
$24.9B
| $2.96M | 2.49% |
39,825
-150
| -0.4% | -$10.7K |
|
15
Delta Air Lines
DAL
$56.2B
| $2.93M | 2.47% |
54,471
+1,791
| +3% | +$87.8K |
|
16
AutoNation
AN
$6.57B
| $2.9M | 2.44% |
68,730
+2,320
| +3% | +$94.4K |
|
|
17
TJX Companies
TJX
$166B
| $2.63M | 2.21% |
72,754
-12,760
| -15% | -$481K |
|
18
JPMorgan Chase
JPM
$919B
| $2.61M | 2.2% |
28,536
| – | – |
|
19
Fortune Brands Innovations
FBIN
$6.04B
| $2.59M | 2.18% |
46,433
-152
| -0.3% | -$8.23K |
|
20
SLB Ltd
SLB
$71.1B
| $2.48M | 2.09% |
37,657
-550
| -1% | -$39.4K |
|
21
D.R. Horton
DHI
$42.5B
| $2.44M | 2.06% |
70,590
+760
| +1% | +$25.4K |
|
|
22
Citigroup
C
$227B
| $2.13M | 1.79% |
+31,830
| New | +$1.95M |
|
23
Lowe's Companies
LOW
$116B
| $2.02M | 1.7% |
25,993
+150
| +0.6% | +$12.3K |
|
24
Cummins
CMI
$93.2B
| $1.89M | 1.59% |
11,657
-50
| -0.4% | -$7.76K |
|
25
Oracle
ORCL
$369B
| $1.86M | 1.57% |
37,212
| – | – |
|
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