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
526
$285K ﹤0.01%
+1,197
527
$282K ﹤0.01%
+9,861
528
$281K ﹤0.01%
+495
529
$278K ﹤0.01%
+19,353
530
$275K ﹤0.01%
+2,298
531
$275K ﹤0.01%
+4,328
532
$275K ﹤0.01%
+4,931
533
$274K ﹤0.01%
+2,645
534
$273K ﹤0.01%
+2,730
535
$273K ﹤0.01%
+2,215
536
$271K ﹤0.01%
+3,382
537
$270K ﹤0.01%
+1,234
538
$267K ﹤0.01%
+29,936
539
$264K ﹤0.01%
+71
540
$263K ﹤0.01%
+3,368
541
$263K ﹤0.01%
+4,514
542
$263K ﹤0.01%
+1,095
543
$261K ﹤0.01%
+2,781
544
$259K ﹤0.01%
+9,953
545
$258K ﹤0.01%
+6,639
546
$257K ﹤0.01%
+1,502
547
$254K ﹤0.01%
+571
548
$250K ﹤0.01%
+4,044
549
$249K ﹤0.01%
+2,387
550
$248K ﹤0.01%
+7,858
20 21
22
23 24