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Midwest Trust Portfolio holdings
AUM
$8.02B
1-Year Est. Return
23.54%
This Fund
S&P 500
This Quarter
Est. Return
+10.44%
1 Year Est. Return
+23.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$7.22B
AUM Growth
–
Cap. Flow
+$6.77B
Cap. Flow
% of AUM
93.73%
Top 10 Holdings %
Top 10 Hldgs %
28.45%
Holding
588
New
588
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$318M |
| 2 |
Apple
AAPL
|
+$291M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$249M |
| 4 |
NVIDIA
NVDA
|
+$229M |
| 5 |
Amazon
AMZN
|
+$180M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.72% |
| 2 | Financials | 10.86% |
| 3 | Industrials | 8.61% |
| 4 | Consumer Discretionary | 7.93% |
| 5 | Healthcare | 6.99% |
Similar funds
EGM
SI
FMI
MAM
VIM
FIA
CMTU
AIM
Midwest Trust's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Midwest Trust, which disclosed 588 positions worth $7.22B. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Microsoft: 733,310 shares worth $365M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Financials and Industrials.
- Midwest Trust's largest Q2 2025 buy was Microsoft: 733,310 shares worth $365M.
- Midwest Trust's ten largest holdings make up 28% of its $7.22B portfolio in Q2 2025.
- Midwest Trust disclosed 588 positions in Q2 2025, its first 13F filing on record.
Based on Midwest Trust's 13F filing for Q2 2025, filed 7 Aug 2025.