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
426
$479K 0.01%
4,865
-345
427
$478K 0.01%
+5,792
428
$478K 0.01%
6,545
-4,621
429
$477K 0.01%
16,862
430
$477K 0.01%
2,020
-915
431
$476K 0.01%
2,272
-343
432
$475K 0.01%
5,769
+621
433
$470K 0.01%
3,297
-77
434
$467K 0.01%
4,283
-27
435
$466K 0.01%
3,130
-645
436
$458K 0.01%
8,256
-424
437
$452K 0.01%
3,260
438
$447K 0.01%
3,380
-180
439
$442K 0.01%
1,447
+4
440
$442K 0.01%
14,908
-1,870
441
$441K 0.01%
10,153
442
$441K 0.01%
14,096
-2,961
443
$440K 0.01%
12,000
+100
444
$434K 0.01%
2,043
+9
445
$432K 0.01%
9,363
-68
446
$426K 0.01%
21,799
+83
447
$426K 0.01%
4,237
448
$423K 0.01%
4,864
+882
449
$423K 0.01%
9,575
+751
450
$419K 0.01%
3,763
-309
16 17
18
19 20