MIDWEST INVESTMENT MANAGEMENT LLC

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

  • Top 5 stock holdings are BRK.B, WFC, UNP, V, Kraft Heinz, and represent 31.62% of MIDWEST INVESTMENT MANAGEMENT's stock portfolio.
  • Added to shares of these 5 stocks: DAL, DHI, CMCSA, EMR, UTX.
  • Started 3 new stock positions in DAL, EMR, DHI.
  • Reduced shares in these 10 stocks: Te Connectivity Ltd for, BRK.B, MTB, CMI, PCAR, PH, AXP, , WFC, UNP.
  • Sold out of its positions in T, AXP.
  • MIDWEST INVESTMENT MANAGEMENT was a net seller of stock by $2.64M.
  • MIDWEST INVESTMENT MANAGEMENT has $117.17M in assets under management (AUM), growing by 0.64%.

MIDWEST INVESTMENT MANAGEMENT portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Berkshire Hathaway (BRK.B) 12.03 84550 -6.00% 166.67 0.00
Wells Fargo & Company (WFC) 7.33 154371 -2.00% 55.66 54.17
Union Pacific Corporation (UNP) 4.20 46491 -3.00% 105.91 104.85
Visa (V) 4.05 53405 -2.00% 88.87 99.60
Kraft Heinz 4.01 51719 -3.00% 90.80 0.00
Republic Services (RSG) 3.56 66392 -2.00% 62.81 64.90
Berkshire Hathaway (BRK.A) 3.41 16 249812.50 0.00
Phillips 66 3.37 49847 -2.00% 79.20 0.00
U.S. Ban (USB) 3.31 75258 -2.00% 51.49 52.12
DaVita (DVA) 3.28 56596 -2.00% 67.96 65.76
AMETEK (AME) 2.95 63954 -3.00% 54.07 60.91
TJX Companies (TJX) 2.89 42757 -3.00% 79.07 68.92
Apple (AAPL) 2.71 22124 -3.00% 143.64 150.27
Schlumberger (SLB) 2.55 38207 -4.00% 78.07 66.53
AutoNation (AN) 2.40 66410 -3.00% 42.28 42.97
T. Rowe Price (TROW) 2.32 39975 -2.00% 68.14 80.83
Thermo Fisher Scientific (TMO) 2.29 17497 -4.00% 153.57 182.18
Verizon Communications (VZ) 2.26 54238 -3.00% 48.75 44.23
JPMorgan Chase & Co. (JPM) 2.14 28536 87.82 90.89
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 2.12 32313 -2.00% 76.87 87.60
Delta Air Lines (DAL) 2.07 52680 NEW 45.96 52.26
Fortune Brands 2.07 39816 -3.00% 60.83 0.00
D.R. Horton (DHI) 1.99 69830 NEW 33.31 36.61
Lowe's Companies (LOW) 1.81 25843 -4.00% 82.19 73.84
Twenty-first Century Fox 1.81 65366 -2.00% 32.39 0.00
Comcast Corporation (CMCSA) 1.53 47582 +92.00% 37.58 39.63
Cummins (CMI) 1.51 11707 -28.00% 151.19 165.22
PACCAR (PCAR) 1.46 25459 -28.00% 67.17 68.87
Oracle Corporation (ORCL) 1.42 37212 -5.00% 44.61 50.80
Discover Financial Services (DFS) 1.36 23260 -3.00% 68.36 62.53
CVS Caremark Corporation (CVS) 1.35 20137 -3.00% 78.46 77.03
M&T; Bank Corporation (MTB) 1.33 10065 -33.00% 154.69 158.11
Te Connectivity Ltd for 1.31 20644 -51.00% 74.55 0.00
Parker-Hannifin Corporation (PH) 1.12 8164 -32.00% 160.22 164.54
Walt Disney Company (DIS) 0.48 4943 113.29 107.09
Vanguard Dividend Appreciation ETF (VIG) 0.42 5497 89.87 93.70
Brookfield Asset Management (BAM.A) 0.34 10925 -6.00% 36.43 0.00
Exxon Mobil Corporation (XOM) 0.33 4691 81.86 80.12
3M Company (MMM) 0.33 2025 191.11 211.16
Bank of America Corporation (BAC) 0.30 14738 23.54 23.80
Pepsi (PEP) 0.29 3015 111.77 116.63
General Electric Company (GE) 0.26 10125 29.73 25.91
United Technologies Corporation (UTX) 0.25 2627 +3.00% 111.91 123.49
SYSCO Corporation (SYY) 0.24 5450 51.74 51.08
Google (GOOG) 0.23 320 846.88 972.92
Johnson & Johnson (JNJ) 0.22 2106 124.41 135.31
Kimberly-Clark Corporation (KMB) 0.22 1950 131.28 125.28
Philip Morris International (PM) 0.22 2300 112.61 119.58
Procter & Gamble Company (PG) 0.21 2801 89.61 88.61
Cisco Systems (CSCO) 0.20 6800 33.68 31.84
Emerson Electric (EMR) 0.18 3477 NEW 59.82 60.04