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
251
$2.85M 0.04%
+13,738
252
$2.78M 0.04%
+13,263
253
$2.77M 0.04%
+130,837
254
$2.71M 0.04%
+8,287
255
$2.68M 0.04%
+16,981
256
$2.65M 0.04%
+32,762
257
$2.61M 0.04%
+55,150
258
$2.61M 0.04%
+50,335
259
$2.57M 0.04%
+21,202
260
$2.52M 0.03%
+87,167
261
$2.52M 0.03%
+55,331
262
$2.51M 0.03%
+33,668
263
$2.49M 0.03%
+20,891
264
$2.47M 0.03%
+56,824
265
$2.44M 0.03%
+11,200
266
$2.44M 0.03%
+18,345
267
$2.39M 0.03%
+24,994
268
$2.38M 0.03%
+42,192
269
$2.38M 0.03%
+79,693
270
$2.35M 0.03%
+23,613
271
$2.32M 0.03%
+34,340
272
$2.2M 0.03%
+3,321
273
$2.18M 0.03%
+54,083
274
$2.17M 0.03%
+68,460
275
$2.16M 0.03%
+39,200
9 10
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