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
$448M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$2.25M
3 +$1.79M
4
LIN icon
Linde
LIN
+$1.62M
5
ASML icon
ASML
ASML
+$1.28M

Top Sells

1 +$2.86M
2 +$1.46M
3 +$1.15M
4
NXDT
NexPoint Diversified Real Estate Trust
NXDT
+$1.07M
5
AAPL icon
Apple
AAPL
+$1.02M

Sector Composition

1 Financials 39.11%
2 Technology 13.95%
3 Healthcare 10.18%
4 Industrials 6.3%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-2,321
252
-1,473