MT

Midwest Trust Portfolio holdings

AUM $8.01B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.22B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$291M
3
+$249M
4
NVDA icon
NVIDIA
NVDA
+$229M
5
AMZN icon
Amazon
AMZN
+$180M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.72%
2 Financials 10.86%
3 Industrials 8.61%
4 Consumer Discretionary 7.93%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.73M 0.05%
+77,350
227
$3.73M 0.05%
+79,622
228
$3.59M 0.05%
+29,101
229
$3.57M 0.05%
+36,032
230
$3.56M 0.05%
+14,391
231
$3.47M 0.05%
+69,228
232
$3.46M 0.05%
+56,171
233
$3.39M 0.05%
+37,266
234
$3.37M 0.05%
+22,116
235
$3.35M 0.05%
+25,341
236
$3.35M 0.05%
+19,315
237
$3.34M 0.05%
+11,700
238
$3.33M 0.05%
+14,685
239
$3.32M 0.05%
+136,023
240
$3.16M 0.04%
+3,015
241
$3.16M 0.04%
+34,795
242
$3.07M 0.04%
+15,725
243
$3.04M 0.04%
+54,172
244
$3.03M 0.04%
+126,463
245
$2.99M 0.04%
+10,271
246
$2.99M 0.04%
+10,808
247
$2.96M 0.04%
+33,224
248
$2.96M 0.04%
+8,705
249
$2.88M 0.04%
+40,217
250
$2.85M 0.04%
+58,862
8 9
10
11 12