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
176
$7.35M 0.1%
20,664
-789
177
$7.31M 0.1%
75,744
+768
178
$7.24M 0.09%
30,709
-310
179
$7.1M 0.09%
221,267
+6,117
180
$7.01M 0.09%
155,983
+11,440
181
$7.01M 0.09%
27,907
+234
182
$6.9M 0.09%
51,520
+1,094
183
$6.89M 0.09%
175,805
-39,232
184
$6.57M 0.09%
7,131
-121
185
$6.35M 0.08%
11,162
+107
186
$6.32M 0.08%
83,269
-54,844
187
$6.29M 0.08%
83,457
-2,410
188
$6.27M 0.08%
74,320
-1,614
189
$6.24M 0.08%
51,681
+50
190
$6.18M 0.08%
160,130
+2,161
191
$6.05M 0.08%
51,136
-70
192
$6.02M 0.08%
42,697
-4,792
193
$5.9M 0.08%
41,937
+1,392
194
$5.87M 0.08%
73,231
-44
195
$5.85M 0.08%
229,768
-2,660
196
$5.76M 0.08%
73,561
+688
197
$5.76M 0.08%
171,752
-8,760
198
$5.74M 0.07%
123,837
-4,980
199
$5.7M 0.07%
36,950
-554
200
$5.69M 0.07%
39,984
-1,883
6 7
8
9 10