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
451
$424K 0.01%
+21,716
452
$424K 0.01%
+2,935
453
$421K 0.01%
+5,985
454
$421K 0.01%
+38,771
455
$419K 0.01%
+4,560
456
$415K 0.01%
+35,359
457
$415K 0.01%
+4,171
458
$414K 0.01%
+5,148
459
$410K 0.01%
+7,308
460
$407K 0.01%
+7,595
461
$404K 0.01%
+9,431
462
$398K 0.01%
+10,153
463
$393K 0.01%
+1,201
464
$393K 0.01%
+4,310
465
$392K 0.01%
+4,030
466
$391K 0.01%
+21,556
467
$386K 0.01%
+3,999
468
$381K 0.01%
+8,824
469
$381K 0.01%
+26,896
470
$376K 0.01%
+1,867
471
$375K 0.01%
+3,560
472
$372K 0.01%
+18,950
473
$372K 0.01%
+1,425
474
$369K 0.01%
+5,556
475
$368K 0.01%
+1,210
17 18
19
20 21