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
501
$331K ﹤0.01%
+8,623
502
$329K ﹤0.01%
+4,136
503
$327K ﹤0.01%
+9,783
504
$327K ﹤0.01%
+3,982
505
$323K ﹤0.01%
+3,544
506
$322K ﹤0.01%
+3,451
507
$321K ﹤0.01%
+1,072
508
$321K ﹤0.01%
+6,949
509
$321K ﹤0.01%
+1,300
510
$316K ﹤0.01%
+3,364
511
$315K ﹤0.01%
+7,615
512
$315K ﹤0.01%
+3,815
513
$308K ﹤0.01%
+7,402
514
$307K ﹤0.01%
+52,810
515
$306K ﹤0.01%
+3,591
516
$303K ﹤0.01%
+1,301
517
$301K ﹤0.01%
+13,384
518
$300K ﹤0.01%
+11,300
519
$300K ﹤0.01%
+2,228
520
$298K ﹤0.01%
+1,625
521
$293K ﹤0.01%
+23,454
522
$293K ﹤0.01%
+3,549
523
$292K ﹤0.01%
+32,971
524
$289K ﹤0.01%
+43,890
525
$287K ﹤0.01%
+5,076
19 20
21
22 23