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
501
$308K ﹤0.01%
2,769
-253
502
$306K ﹤0.01%
3,213
-151
503
$305K ﹤0.01%
6,379
504
$305K ﹤0.01%
71
505
$303K ﹤0.01%
7,286
-116
506
$302K ﹤0.01%
1,165
+278
507
$302K ﹤0.01%
6,783
+144
508
$301K ﹤0.01%
3,382
509
$300K ﹤0.01%
3,968
510
$300K ﹤0.01%
2,672
+374
511
$297K ﹤0.01%
29,950
+14
512
$296K ﹤0.01%
6,684
-91
513
$292K ﹤0.01%
1,883
+16
514
$292K ﹤0.01%
+385
515
$290K ﹤0.01%
1,213
+16
516
$289K ﹤0.01%
+5,849
517
$287K ﹤0.01%
+3,750
518
$286K ﹤0.01%
4,875
-201
519
$284K ﹤0.01%
2,710
-850
520
$283K ﹤0.01%
517
-13
521
$282K ﹤0.01%
1,687
-528
522
$282K ﹤0.01%
1,502
523
$280K ﹤0.01%
2,803
+22
524
$277K ﹤0.01%
4,209
+165
525
$277K ﹤0.01%
858
-753
19 20
21
22 23