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
401
$581K 0.01%
+4,294
402
$576K 0.01%
+3,863
403
$567K 0.01%
+15,765
404
$562K 0.01%
+2,978
405
$562K 0.01%
+1,023
406
$545K 0.01%
+19,415
407
$544K 0.01%
+5,015
408
$541K 0.01%
+4,028
409
$539K 0.01%
+64,947
410
$536K 0.01%
+4,848
411
$531K 0.01%
+21,625
412
$529K 0.01%
+17,057
413
$526K 0.01%
+22,896
414
$525K 0.01%
+1,705
415
$523K 0.01%
+4,394
416
$522K 0.01%
+2,200
417
$518K 0.01%
+1,371
418
$517K 0.01%
+12,298
419
$504K 0.01%
+2,615
420
$503K 0.01%
+6,330
421
$498K 0.01%
+4,185
422
$492K 0.01%
+3,064
423
$490K 0.01%
+11,303
424
$490K 0.01%
+15,104
425
$483K 0.01%
+97,500
15 16
17
18 19