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
476
$366K 0.01%
+8,727
477
$364K 0.01%
+5,937
478
$364K 0.01%
+8,151
479
$364K 0.01%
+3,421
480
$362K 0.01%
+1,443
481
$361K 0.01%
+5,072
482
$358K 0.01%
+12,186
483
$358K 0.01%
+11,900
484
$356K ﹤0.01%
+11,971
485
$355K ﹤0.01%
+4,509
486
$355K ﹤0.01%
+3,560
487
$353K ﹤0.01%
+5,943
488
$352K ﹤0.01%
+4,181
489
$350K ﹤0.01%
+38,650
490
$349K ﹤0.01%
+1,798
491
$347K ﹤0.01%
+8,203
492
$347K ﹤0.01%
+33,488
493
$345K ﹤0.01%
+7,264
494
$343K ﹤0.01%
+3,354
495
$343K ﹤0.01%
+3,260
496
$342K ﹤0.01%
+892
497
$340K ﹤0.01%
+4,964
498
$339K ﹤0.01%
+6,775
499
$333K ﹤0.01%
+6,379
500
$333K ﹤0.01%
+3,022
18 19
20
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