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
351
$918K 0.01%
+8,549
352
$911K 0.01%
+11,166
353
$906K 0.01%
+7,144
354
$899K 0.01%
+8,527
355
$892K 0.01%
+3,736
356
$879K 0.01%
+28,687
357
$878K 0.01%
+4,016
358
$863K 0.01%
+1,972
359
$859K 0.01%
+1,602
360
$858K 0.01%
+7,827
361
$857K 0.01%
+3,772
362
$820K 0.01%
+18,807
363
$816K 0.01%
+9,196
364
$807K 0.01%
+31,426
365
$806K 0.01%
+36,717
366
$805K 0.01%
+2,760
367
$803K 0.01%
+10,625
368
$797K 0.01%
+4,343
369
$789K 0.01%
+1,077
370
$789K 0.01%
+3,780
371
$780K 0.01%
+9,312
372
$775K 0.01%
+2,760
373
$775K 0.01%
+12,478
374
$764K 0.01%
+11,057
375
$749K 0.01%
+6,445
13 14
15
16 17