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
401
$619K 0.01%
1,763
+58
402
$611K 0.01%
10,748
-637
403
$607K 0.01%
5,076
+891
404
$604K 0.01%
3,107
-3,834
405
$600K 0.01%
5,071
+56
406
$599K 0.01%
2,200
407
$594K 0.01%
2,059
+301
408
$591K 0.01%
+11,591
409
$583K 0.01%
+11,957
410
$572K 0.01%
19,304
-111
411
$567K 0.01%
1,367
-4
412
$563K 0.01%
11,482
-816
413
$549K 0.01%
6,886
-259
414
$547K 0.01%
1,294
+93
415
$534K 0.01%
6,505
+175
416
$530K 0.01%
28,934
-715
417
$526K 0.01%
15,765
418
$517K 0.01%
16,189
+1,085
419
$504K 0.01%
34,959
-400
420
$504K 0.01%
19,168
-2,457
421
$503K 0.01%
+10,054
422
$497K 0.01%
3,069
+5
423
$490K 0.01%
3,976
-18
424
$489K 0.01%
7,050
425
$480K 0.01%
3,322
-248
15 16
17
18 19