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
301
$1.54M 0.02%
54,336
-120
302
$1.51M 0.02%
30,117
-8,733
303
$1.5M 0.02%
21,486
-1,582
304
$1.49M 0.02%
3,135
+286
305
$1.48M 0.02%
3,893
306
$1.46M 0.02%
19,071
-485
307
$1.46M 0.02%
17,365
+805
308
$1.45M 0.02%
1,342
+123
309
$1.4M 0.02%
7,403
+489
310
$1.38M 0.02%
2,428
-28
311
$1.36M 0.02%
20,647
+841
312
$1.36M 0.02%
17,035
-594
313
$1.36M 0.02%
22,105
-1,271
314
$1.32M 0.02%
14,754
315
$1.32M 0.02%
30,234
-278
316
$1.3M 0.02%
7,322
-2,129
317
$1.3M 0.02%
16,155
-45
318
$1.27M 0.02%
17,854
+531
319
$1.26M 0.02%
35,280
+1,365
320
$1.25M 0.02%
18,798
-196
321
$1.24M 0.02%
15,279
322
$1.24M 0.02%
17,283
-4,116
323
$1.21M 0.02%
38,323
+6
324
$1.21M 0.02%
6,443
+37
325
$1.21M 0.02%
38,354
+51
11 12
13
14 15