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
$441M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.5M
3
+$2.16M
4
LNT icon
Alliant Energy
LNT
+$1.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.26M

Top Sells

1
+$1.34M
2
+$903K
3
+$843K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$755K
5
MSFT icon
Microsoft
MSFT
+$713K

Sector Composition

1 Financials 27.11%
2 Technology 14.22%
3 Healthcare 10.09%
4 Industrials 6.94%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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