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
551
$248K ﹤0.01%
+530
552
$247K ﹤0.01%
+43,009
553
$247K ﹤0.01%
+1,516
554
$246K ﹤0.01%
+5,118
555
$243K ﹤0.01%
+868
556
$241K ﹤0.01%
+3,946
557
$239K ﹤0.01%
+876
558
$239K ﹤0.01%
+8,328
559
$238K ﹤0.01%
+6,253
560
$237K ﹤0.01%
+2,935
561
$236K ﹤0.01%
+7,416
562
$233K ﹤0.01%
+2,735
563
$232K ﹤0.01%
+8,975
564
$230K ﹤0.01%
+3,799
565
$229K ﹤0.01%
+2,200
566
$227K ﹤0.01%
+23,194
567
$226K ﹤0.01%
+6,916
568
$220K ﹤0.01%
+887
569
$219K ﹤0.01%
+10,600
570
$217K ﹤0.01%
+2,148
571
$215K ﹤0.01%
+9,078
572
$209K ﹤0.01%
+1,261
573
$207K ﹤0.01%
+2,959
574
$207K ﹤0.01%
+1,427
575
$207K ﹤0.01%
+3,585
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