MIDWEST INVESTMENT MANAGEMENT

Latest statistics and disclosures from MIDWEST INVESTMENT MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CVS, JPM, TROW, MMM, XLE. These five stock positions account for 16.83% of MIDWEST INVESTMENT MANAGEMENT's total stock portfolio.
  • Added to shares of ORCL, MSFT, INTC, XOM, USB, IHI, CAT, TGT, JNJ, AAPL.
  • Started new stock positions in ORCL.
  • Reduced shares in these stocks: TXN, Eaton, TMO, TJX, V, UPS, NUE, LOW, JPM, TROW.
  • Sold out of its positions in TXN.
  • As of March 31, 2013, MIDWEST INVESTMENT MANAGEMENT has $75.29M in assets under management (AUM). Assets under management grew from a total value of $69.72M to $75.29M.
  • Independent of market fluctuations, MIDWEST INVESTMENT MANAGEMENT was a net seller by $1.36M worth of stocks in the most recent quarter.

MIDWEST INVESTMENT MANAGEMENT portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
CVS CVS Caremark Corporation 3.43 46980 54.99 59.20
JPM JPMorgan Chase & Co. 3.40 53947 47.46 53.66
TROW T. Rowe Price 3.38 33970 74.87 76.36
MMM 3M Company 3.32 23500 106.31 109.88
XLE Energy Select Sector SPDR 3.30 31325 79.31 81.27
NUE Nucor Corporation 3.27 53270 46.15 45.42
SLB Schlumberger 3.24 32555 74.89 73.80
PNC PNC Financial Services 3.21 36316 66.50 70.36
WFC Wells Fargo & Company 3.19 64963 36.99 39.99
V Visa 3.13 13857 169.84 180.25
UPS United Parcel Service 3.10 27197 85.90 86.77
MSFT Microsoft Corporation 3.08 +2.00% 81072 28.60 34.16
CSCO Cisco Systems 3.06 110384 20.89 23.53
IHI iShares Dow Jones US Medical Dev. 3.06 +2.00% 30115 76.53 79.42
USB U.S. Ban 3.03 +2.00% 67160 33.93 35.37
BDX Becton, Dickinson and 3.01 23670 95.61 100.83
ORCL Oracle Corporation 2.97 NEW 69185 32.33 33.70
TGT Target Corporation 2.91 +2.00% 31960 68.45 69.14
PG Procter & Gamble Company 2.89 28195 77.06 81.75
GE General Electric Company 2.75 89459 23.12 23.53
TMO Thermo Fisher Scientific 2.70 -32.00% 26590 76.49 86.12
CAT Caterpillar 2.69 +2.00% 23265 86.97 86.21
LOW Lowe's Companies 2.65 52640 37.92 42.28
JCI Johnson Controls 2.61 55945 35.07 37.03
Xylem 2.58 70525 27.56 0.00
AAPL Apple 2.51 +2.00% 4268 442.66 445.15
INTC Intel Corporation 2.35 +3.00% 80929 21.83 23.92
AXP American Express Company 2.33 26045 67.46 75.27
HAL Halliburton Company 2.29 42660 40.41 43.02
IBM International Business Machines 2.29 8070 213.30 205.72
JNJ Johnson & Johnson 2.17 +2.00% 20055 81.53 86.82
ADP Automatic Data Processing 2.10 24255 65.03 69.85
TJX TJX Companies 1.96 31630 46.75 50.47
Eaton 1.62 -52.00% 19970 61.25 0.00
MMC Marsh & McLennan Companies 1.21 24085 37.97 40.18
VIG Vanguard Dividend Appreciation ETF 0.99 11385 65.70 68.56
MTB M&T; Bank Corporation 0.78 5710 103.16 103.53
XOM Exxon Mobil Corporation 0.56 +17.00% 4678 90.12 91.44
XRAY DENTSPLY International 0.34 6000 42.44 40.98
DEM WisdomTree Emerging Markets Eq 0.29 +3.00% 3900 55.06 55.06
Pimco Total Return Etf totl 0.27 1840 109.78 0.00

Past 13F-HR SEC Filings for MIDWEST INVESTMENT MANAGEMENT

View All Filings for MIDWEST INVESTMENT MANAGEMENT