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
426
$480K 0.01%
+3,994
427
$476K 0.01%
+4,067
428
$475K 0.01%
+5,210
429
$471K 0.01%
+7,145
430
$471K 0.01%
+1,514
431
$462K 0.01%
+7,050
432
$460K 0.01%
+11,128
433
$457K 0.01%
+6,246
434
$453K 0.01%
+3,374
435
$453K 0.01%
+3,991
436
$452K 0.01%
+24,332
437
$452K 0.01%
+3,570
438
$446K 0.01%
+4,072
439
$445K 0.01%
+16,862
440
$443K 0.01%
+535
441
$440K 0.01%
+3,872
442
$439K 0.01%
+2,549
443
$437K 0.01%
+19,989
444
$433K 0.01%
+31,584
445
$433K 0.01%
+2,034
446
$431K 0.01%
+904
447
$429K 0.01%
+8,888
448
$429K 0.01%
+164
449
$425K 0.01%
+16,778
450
$425K 0.01%
+4,237
16 17
18
19 20