MIDWEST INVESTMENT MANAGEMENT LLC Information

1301 E. 9TH STREET, CLEVELAND, Ohio, 44114,

Report Date: 12/31/2014

Position Statistics

Total Positions 58
New Positions 2
Increased Positions 13
Decreased Positions 38
Positions with Activity 51
Sold Out Positions 5
Total Mkt Value (in $ millions) 138

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.55%
Capital Goods 7.42%
Conglomerates
Consumer Cyclical 5.07%
Consumer/Non-Cyclical 7.64%
Energy 5.04%
Financial 33.93%
Healthcare 5.2%
Services 20.92%
Technology 8.9%
Transportation 1.32%
Utilities

58 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 12,603 -978 (7.2) 85,495
WELLS FARGO & CO NEW COM 8,783 139 1.61 160,310
COCA COLA CO COM 5,947 -67 (1.12) 137,344
MACYS INC COM 4,579 364 8.65 71,859
FORD MTR CO DEL COM PAR $0.01 4,526 253 5.92 276,970
TJX COS INC NEW COM 4,493 -61 (1.35) 65,451
CVS HEALTH CORP COM 4,171 -95 (2.23) 40,153
US BANCORP DEL COM NEW 3,883 5 .13 87,050
DAVITA HEALTHCARE PARTNERS INC COM 3,837 -10 (0.27) 51,430
LOWES COS INC COM 3,716 -752 (16.83) 50,155
BERKSHIRE HATHAWAY INC DEL CL A 3,539 -221 (5.88) 16
DEERE & CO COM 3,416 -38 (1.1) 37,707
APPLE INC COM 3,358 -762 (18.49) 26,139
FORTUNE BRANDS HOME & SEC INC COM 3,310 -8 (0.24) 71,470
JPMORGAN CHASE & CO COM 3,237 -20 (0.62) 52,824
ORACLE CORP COM 3,103 -23 (0.74) 70,820
THERMO FISHER SCIENTIFIC INC COM 3,046 25 .82 23,433
E M C CORP MASS COM 3,041 -30 (0.98) 105,095
VERIZON COMMUNICATIONS INC COM 3,030 2,654 706.53 61,272
DISCOVER FINL SVCS COM 2,984 -34 (1.14) 48,935


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