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
301
$1.49M 0.02%
+18,021
302
$1.49M 0.02%
+43,125
303
$1.45M 0.02%
+9,451
304
$1.44M 0.02%
+54,217
305
$1.42M 0.02%
+19,556
306
$1.42M 0.02%
+2,456
307
$1.4M 0.02%
+17,629
308
$1.37M 0.02%
+38,303
309
$1.37M 0.02%
+3,893
310
$1.34M 0.02%
+2,849
311
$1.33M 0.02%
+36,526
312
$1.33M 0.02%
+14,790
313
$1.33M 0.02%
+16,560
314
$1.31M 0.02%
+18,994
315
$1.27M 0.02%
+6,941
316
$1.26M 0.02%
+6,914
317
$1.25M 0.02%
+14,754
318
$1.25M 0.02%
+30,512
319
$1.23M 0.02%
+15,279
320
$1.19M 0.02%
+23,653
321
$1.19M 0.02%
+3,240
322
$1.18M 0.02%
+70,410
323
$1.18M 0.02%
+38,317
324
$1.16M 0.02%
+17,323
325
$1.16M 0.02%
+19,806
11 12
13
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