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
151
$9.68M 0.13%
+176,320
152
$9.66M 0.13%
+221,773
153
$9.51M 0.13%
+12,389
154
$9.45M 0.13%
+12,540
155
$9.45M 0.13%
+151,481
156
$9.41M 0.13%
+90,660
157
$9.39M 0.13%
+180,063
158
$9.02M 0.13%
+26,284
159
$8.79M 0.12%
+40,729
160
$8.75M 0.12%
+53,219
161
$8.54M 0.12%
+33,181
162
$8.41M 0.12%
+110,979
163
$8.33M 0.12%
+329,413
164
$8.24M 0.11%
+174,033
165
$8.02M 0.11%
+147,431
166
$7.99M 0.11%
+46,378
167
$7.84M 0.11%
+203,083
168
$7.46M 0.1%
+14,154
169
$7.36M 0.1%
+63,815
170
$7.36M 0.1%
+31,044
171
$7.09M 0.1%
+144,543
172
$7.07M 0.1%
+39,974
173
$6.9M 0.1%
+74,976
174
$6.86M 0.1%
+50,426
175
$6.84M 0.09%
+341,037
5 6
7
8 9