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
$413M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.39M
3 +$936K
4
VTRS icon
Viatris
VTRS
+$858K
5
MLN icon
VanEck Long Muni ETF
MLN
+$827K

Top Sells

1 +$1.89M
2 +$1.81M
3 +$1.18M
4
URI icon
United Rentals
URI
+$1.09M
5
BG icon
Bunge Global
BG
+$943K

Sector Composition

1 Financials 43%
2 Technology 12.35%
3 Healthcare 8.97%
4 Industrials 7.93%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,930
227
-7,157
228
-5,626
229
-950
230
-12,127