MT

Midwest Trust Portfolio holdings

AUM $8.02B
1-Year Est. Return 23.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.68B
AUM Growth
+$462M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$9.13M
3
+$7.39M
4
SNA icon
Snap-on
SNA
+$6.7M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.31M

Top Sells

1
+$38M
2
+$11.4M
3
+$9.04M
4
UNH icon
UnitedHealth
UNH
+$6.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.32M

Sector Composition

1 Technology 22.72%
2 Financials 10.47%
3 Industrials 8.61%
4 Consumer Discretionary 7.8%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.92M 0.04%
21,095
-107
252
$2.83M 0.04%
20,794
-97
253
$2.83M 0.04%
131,050
+213
254
$2.73M 0.04%
40,479
+262
255
$2.69M 0.04%
33,608
-1,187
256
$2.68M 0.03%
12,420
-843
257
$2.66M 0.03%
62,793
-416
258
$2.55M 0.03%
49,482
-5,668
259
$2.54M 0.03%
56,473
-351
260
$2.53M 0.03%
55,211
-120
261
$2.53M 0.03%
32,294
-468
262
$2.52M 0.03%
22,787
-826
263
$2.51M 0.03%
49,772
-563
264
$2.47M 0.03%
26,472
-96
265
$2.47M 0.03%
87,429
+262
266
$2.44M 0.03%
53,149
-934
267
$2.39M 0.03%
24,785
-209
268
$2.37M 0.03%
78,103
-1,590
269
$2.37M 0.03%
16,676
-1,669
270
$2.32M 0.03%
6,986
+584
271
$2.32M 0.03%
37,912
-4,280
272
$2.29M 0.03%
39,267
+164
273
$2.27M 0.03%
39,200
274
$2.27M 0.03%
12,360
-1,378
275
$2.23M 0.03%
49,814
-620
9 10
11
12 13