MFG

MidWestOne Financial Group Portfolio holdings

AUM $770M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$101M
2 +$8.44M
3 +$5.97M
4
FLXS icon
Flexsteel Industries
FLXS
+$5.9M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.93%
2 Technology 10.82%
3 Healthcare 9.54%
4 Industrials 8.49%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$251K 0.07%
+2,068
227
$250K 0.07%
+11,959
228
$248K 0.07%
+1,501
229
$248K 0.07%
+9,345
230
$243K 0.07%
+7,313
231
$243K 0.07%
+1,579
232
$242K 0.07%
+2,135
233
$242K 0.07%
+1,294
234
$239K 0.07%
+675
235
$236K 0.06%
+4,686
236
$235K 0.06%
+8,105
237
$231K 0.06%
+3,466
238
$226K 0.06%
+6,651
239
$222K 0.06%
+2,645
240
$221K 0.06%
+7,132
241
$221K 0.06%
+2,099
242
$215K 0.06%
+4,032
243
$214K 0.06%
+1,743
244
$214K 0.06%
+6,890
245
$211K 0.06%
+2,980
246
$209K 0.06%
+13,855
247
$208K 0.06%
+4,160
248
$208K 0.06%
+2,431
249
$205K 0.06%
+2,192
250
$203K 0.06%
+5,290