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
176
$6.67M 0.09%
+12,095
177
$6.58M 0.09%
+40,545
178
$6.54M 0.09%
+21,453
179
$6.43M 0.09%
+31,019
180
$6.39M 0.09%
+215,150
181
$6.33M 0.09%
+47,489
182
$6.23M 0.09%
+128,431
183
$6.21M 0.09%
+11,055
184
$6.14M 0.09%
+27,673
185
$6.06M 0.08%
+75,932
186
$5.99M 0.08%
+27,405
187
$5.92M 0.08%
+85,867
188
$5.72M 0.08%
+189,522
189
$5.68M 0.08%
+51,631
190
$5.67M 0.08%
+122,509
191
$5.66M 0.08%
+157,969
192
$5.66M 0.08%
+78,554
193
$5.63M 0.08%
+232,428
194
$5.62M 0.08%
+41,867
195
$5.57M 0.08%
+73,275
196
$5.53M 0.08%
+37,504
197
$5.49M 0.08%
+128,817
198
$5.46M 0.08%
+16,201
199
$5.38M 0.07%
+51,206
200
$5.3M 0.07%
+7,252