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
451
$415K 0.01%
4,171
452
$409K 0.01%
34,215
-4,556
453
$406K 0.01%
5,992
+1,664
454
$401K 0.01%
3,999
455
$400K 0.01%
4,087
+57
456
$398K 0.01%
10,148
-1,155
457
$398K 0.01%
7,493
-166,540
458
$394K 0.01%
3,748
-124
459
$394K 0.01%
11,300
460
$389K 0.01%
12,492
-8,748
461
$385K 0.01%
537
+2
462
$385K 0.01%
5,990
+5
463
$383K 0.01%
6,058
+115
464
$383K 0.01%
164
465
$383K 0.01%
8,196
+1,247
466
$383K 0.01%
9,012
+389
467
$380K ﹤0.01%
7,595
468
$377K ﹤0.01%
11,671
-300
469
$375K ﹤0.01%
+8,775
470
$375K ﹤0.01%
19,032
+82
471
$372K ﹤0.01%
5,072
472
$369K ﹤0.01%
7,322
+14
473
$369K ﹤0.01%
6,174
-72
474
$365K ﹤0.01%
7,979
-224
475
$365K ﹤0.01%
1,186
-239
17 18
19
20 21