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
276
$2.14M 0.03%
+50,434
277
$2.12M 0.03%
+3,002
278
$2.11M 0.03%
+39,103
279
$2.1M 0.03%
+47,740
280
$2.07M 0.03%
+63,209
281
$2.06M 0.03%
+174,750
282
$2.04M 0.03%
+6,402
283
$1.9M 0.03%
+38,850
284
$1.87M 0.03%
+7,600
285
$1.87M 0.03%
+13,510
286
$1.85M 0.03%
+3,636
287
$1.85M 0.03%
+25,564
288
$1.8M 0.02%
+7,032
289
$1.78M 0.02%
+39,100
290
$1.72M 0.02%
+23,376
291
$1.66M 0.02%
+54,456
292
$1.64M 0.02%
+14,681
293
$1.64M 0.02%
+23,068
294
$1.63M 0.02%
+19,642
295
$1.61M 0.02%
+24,000
296
$1.59M 0.02%
+16,558
297
$1.59M 0.02%
+15,016
298
$1.57M 0.02%
+11,061
299
$1.53M 0.02%
+20,795
300
$1.51M 0.02%
+21,399
10 11
12
13 14