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
551
$237K ﹤0.01%
3,975
+112
552
$237K ﹤0.01%
1,427
553
$234K ﹤0.01%
790
-78
554
$232K ﹤0.01%
3,820
+235
555
$232K ﹤0.01%
2,092
+175
556
$231K ﹤0.01%
1,296
-1,462
557
$230K ﹤0.01%
8,851
-124
558
$224K ﹤0.01%
862
-14
559
$223K ﹤0.01%
2,095
-53
560
$221K ﹤0.01%
6,293
-1,123
561
$220K ﹤0.01%
+3,093
562
$219K ﹤0.01%
+480
563
$218K ﹤0.01%
+8,249
564
$216K ﹤0.01%
+1,509
565
$215K ﹤0.01%
+3,306
566
$214K ﹤0.01%
4,451
-667
567
$214K ﹤0.01%
+2,300
568
$214K ﹤0.01%
2,966
+7
569
$213K ﹤0.01%
14,185
570
$209K ﹤0.01%
+5,910
571
$207K ﹤0.01%
2,200
572
$207K ﹤0.01%
+2,826
573
$207K ﹤0.01%
+3,339
574
$202K ﹤0.01%
+2,406
575
$147K ﹤0.01%
23,089
-679
21 22
23
24 25