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
$119M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$211K
3
+$206K
4
AAPL icon
Apple
AAPL
+$141K
5
CVS icon
CVS Health
CVS
+$100K

Top Sells

1
+$2.64M
2
+$460K
3
+$197K
4
V icon
Visa
V
+$106K
5
AME icon
Ametek
AME
+$41.2K

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
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.08T
$14.4M 12.11%
84,790
+240
WFC icon
2
Wells Fargo
WFC
$270B
$8.56M 7.21%
154,416
+45
UNP icon
3
Union Pacific
UNP
$131B
$5.03M 4.24%
46,171
-320
V icon
4
Visa
V
$650B
$4.9M 4.13%
52,275
-1,130
KHC icon
5
Kraft Heinz
KHC
$28.7B
$4.41M 3.72%
51,519
-200
RSG icon
6
Republic Services
RSG
$63.6B
$4.22M 3.56%
66,192
-200
PSX icon
7
Phillips 66
PSX
$55.6B
$4.14M 3.49%
50,072
+225
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.08T
$4.08M 3.44%
16
AME icon
9
Ametek
AME
$45.2B
$3.83M 3.23%
63,274
-680
USB icon
10
US Bancorp
USB
$73.6B
$3.71M 3.13%
71,457
-3,801
DVA icon
11
DaVita
DVA
$8.73B
$3.69M 3.11%
56,911
+315
AAPL icon
12
Apple
AAPL
$3.97T
$3.33M 2.81%
92,416
+3,920
TMO icon
13
Thermo Fisher Scientific
TMO
$215B
$3.05M 2.57%
17,497
TROW icon
14
T. Rowe Price
TROW
$22.4B
$2.96M 2.49%
39,825
-150
DAL icon
15
Delta Air Lines
DAL
$38.4B
$2.93M 2.47%
54,471
+1,791
AN icon
16
AutoNation
AN
$6.91B
$2.9M 2.44%
68,730
+2,320
TJX icon
17
TJX Companies
TJX
$161B
$2.63M 2.21%
72,754
-12,760
JPM icon
18
JPMorgan Chase
JPM
$855B
$2.61M 2.2%
28,536
FBIN icon
19
Fortune Brands Innovations
FBIN
$5.97B
$2.59M 2.18%
46,433
-152
SLB icon
20
SLB Ltd
SLB
$54.8B
$2.48M 2.09%
37,657
-550
DHI icon
21
D.R. Horton
DHI
$42.6B
$2.44M 2.06%
70,590
+760
C icon
22
Citigroup
C
$180B
$2.13M 1.79%
+31,830
LOW icon
23
Lowe's Companies
LOW
$131B
$2.02M 1.7%
25,993
+150
CMI icon
24
Cummins
CMI
$65.3B
$1.89M 1.59%
11,657
-50
ORCL icon
25
Oracle
ORCL
$682B
$1.86M 1.57%
37,212
1
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