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
251
$201K 0.06%
+5,743
252
$132K 0.04%
+11,429
253
$126K 0.03%
+1,914
254
$118K 0.03%
+19,582
255
$113K 0.03%
+10,192
256
$19K 0.01%
+520