MFG

MidWestOne Financial Group Portfolio holdings

AUM $900M
1-Year Est. Return 23.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.94%
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 +$2.23M
2 +$2.13M
3 +$1.49M
4
SCHW icon
Charles Schwab
SCHW
+$1.45M
5
BG icon
Bunge Global
BG
+$1.41M

Top Sells

1 +$15.1M
2 +$2.25M
3 +$1.5M
4
ASML icon
ASML
ASML
+$1.28M
5
COF icon
Capital One
COF
+$816K

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
276
-5,540