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
376
$737K 0.01%
+12,314
377
$734K 0.01%
+7,814
378
$728K 0.01%
+15,244
379
$714K 0.01%
+9,424
380
$710K 0.01%
+6,057
381
$702K 0.01%
+6,250
382
$697K 0.01%
+4,701
383
$686K 0.01%
+29,963
384
$685K 0.01%
+9,252
385
$680K 0.01%
+3,775
386
$679K 0.01%
+21,240
387
$668K 0.01%
+8,908
388
$661K 0.01%
+10,839
389
$655K 0.01%
+2,758
390
$648K 0.01%
+8,638
391
$643K 0.01%
+7,282
392
$640K 0.01%
+2,467
393
$634K 0.01%
+55,364
394
$627K 0.01%
+1,611
395
$617K 0.01%
+21,303
396
$607K 0.01%
+29,649
397
$601K 0.01%
+11,385
398
$599K 0.01%
+8,680
399
$592K 0.01%
+5,424
400
$581K 0.01%
+1,758
14 15
16
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