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MFG

MidWestOne Financial Group Portfolio holdings

AUM $900M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
-$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$2.31M
3
+$2.25M
4
SGRY icon
Surgery Partners
SGRY
+$2M
5
DELL icon
Dell
DELL
+$1.98M

Top Sells

1
+$6.26M
2
+$1.8M
3
+$1.77M
4
VTRS icon
Viatris
VTRS
+$1.61M
5
T icon
AT&T
T
+$1.52M

Sector Composition

1 Financials 24.45%
2 Technology 10.85%
3 Healthcare 7.42%
4 Industrials 5.79%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$147K 0.02%
13,148
-2,450
277
$113K 0.02%
13,771
-61,800
278
$105K 0.02%
19,142
279
$70.5K 0.01%
12,214
280
$47.1K 0.01%
+17,593
281
– –
-4,277
282
– –
-14,717
283
– –
-10,601
284
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-3,165
285
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-72,033
286
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-1,684
287
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-2,798
288
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-24,297
289
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-19,701
290
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-3,389
291
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-8,993
292
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-3,015
293
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-11,508
294
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-20,679
295
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-10,198
296
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-1,840
297
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-1,807
298
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-48,746
299
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-6,286
300
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-4,770
9 10 11
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