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
$272M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$542K
2 +$535K
3 +$417K
4
PARA
Paramount Global Class B
PARA
+$387K
5
AMZN icon
Amazon
AMZN
+$384K

Top Sells

1 +$39.8M
2 +$1.57M
3 +$1.41M
4
MDT icon
Medtronic
MDT
+$1.06M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$910K

Sector Composition

1 Financials 39.24%
2 Technology 11.62%
3 Healthcare 10.42%
4 Industrials 6.63%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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227
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228
-7,613
229
-3,250
230
-1,718
231
-2,043
232
-2,347
233
-2,421
234
-2,099
235
-7,213
236
-3,659
237
-33,572