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
326
$1.18M 0.02%
7,757
+3,056
327
$1.17M 0.02%
36,017
-1,623
328
$1.17M 0.02%
8,503
+269
329
$1.14M 0.01%
22,596
-1,057
330
$1.14M 0.01%
7,038
-4,023
331
$1.13M 0.01%
4,581
+669
332
$1.12M 0.01%
7,946
-115
333
$1.1M 0.01%
32,019
-2,646
334
$1.09M 0.01%
34,612
+1,508
335
$1.09M 0.01%
43,957
-1,825
336
$1.08M 0.01%
55,267
-97
337
$1.08M 0.01%
53,239
-17,171
338
$1.07M 0.01%
18,348
-541
339
$1.04M 0.01%
18,128
-1,090
340
$1.03M 0.01%
2,223
+71
341
$1.03M 0.01%
22,999
-16
342
$1.01M 0.01%
9,113
+148
343
$1.01M 0.01%
19,036
-1,646
344
$1.01M 0.01%
3,726
+131
345
$993K 0.01%
4,035
+255
346
$990K 0.01%
44,410
347
$988K 0.01%
10,117
+1,568
348
$982K 0.01%
8,794
+267
349
$974K 0.01%
7,178
+34
350
$969K 0.01%
3,574
-162
12 13
14
15 16