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
$443M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$2.14M
3 +$1.56M
4
BG icon
Bunge Global
BG
+$1.39M
5
T icon
AT&T
T
+$1.17M

Top Sells

1 +$15.1M
2 +$2.25M
3 +$1.52M
4
ASML icon
ASML
ASML
+$1.28M
5
COF icon
Capital One
COF
+$750K

Sector Composition

1 Financials 32.49%
2 Technology 13.24%
3 Healthcare 10.29%
4 Industrials 7.35%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$277K 0.06%
5,000
227
$274K 0.06%
5,418
-11,970
228
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4,288
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232
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234
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235
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236
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237
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238
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239
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240
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241
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242
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248
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249
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250
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2,316
-7,114