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
376
$742K 0.01%
6,000
-250
377
$741K 0.01%
4,394
378
$736K 0.01%
16,700
-10,985
379
$735K 0.01%
952
-125
380
$729K 0.01%
11,215
+376
381
$724K 0.01%
4,298
-45
382
$702K 0.01%
34,401
-2,316
383
$701K 0.01%
9,225
-1,400
384
$700K 0.01%
97,500
385
$697K 0.01%
9,275
+23
386
$694K 0.01%
29,963
387
$687K 0.01%
11,447
-867
388
$677K 0.01%
21,470
+167
389
$677K 0.01%
8,896
-12
390
$651K 0.01%
6,847
-967
391
$649K 0.01%
4,456
+1,102
392
$645K 0.01%
3,790
-238
393
$645K 0.01%
1,023
394
$637K 0.01%
5,288
-136
395
$634K 0.01%
7,900
-738
396
$634K 0.01%
2,470
+3
397
$630K 0.01%
7,045
-237
398
$625K 0.01%
4,294
399
$624K 0.01%
4,794
-54
400
$623K 0.01%
2,978
14 15
16
17 18