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
276
$2.2M 0.03%
32,493
-1,175
277
$2.18M 0.03%
82,847
+28,630
278
$2.18M 0.03%
20,182
+5,392
279
$2.13M 0.03%
2,677
-325
280
$2.12M 0.03%
33,982
-358
281
$2.12M 0.03%
11,140
-60
282
$2.12M 0.03%
47,236
-504
283
$2.06M 0.03%
7,516
-84
284
$2.05M 0.03%
27,513
+6,718
285
$2M 0.03%
+44,909
286
$1.94M 0.03%
+32,133
287
$1.91M 0.02%
56,647
-11,813
288
$1.84M 0.02%
3,755
+119
289
$1.78M 0.02%
5,936
-1,096
290
$1.77M 0.02%
21,062
+3,041
291
$1.73M 0.02%
23,918
-82
292
$1.73M 0.02%
15,190
+509
293
$1.7M 0.02%
36,532
-2,568
294
$1.7M 0.02%
22,035
-3,529
295
$1.64M 0.02%
15,678
-880
296
$1.63M 0.02%
14,791
-225
297
$1.6M 0.02%
43,773
+648
298
$1.59M 0.02%
19,150
-492
299
$1.58M 0.02%
+5,139
300
$1.54M 0.02%
10,605
+2,536
10 11
12
13 14