MFG
MidWestOne Financial Group Portfolio holdings
AUM
$770M
1-Year Est. Return
18.56%
1 Year Est. Return
+18.56%
AUM
$704M
AUM Growth
-$7.93M
(-1.1%)
Holding
302
Top Buys
| 1 | +$5.67M | |
| 2 | +$2.48M | |
| 3 | +$2.28M | |
| 4 |
Surgery Partners
SGRY
|
+$2.01M |
| 5 |
Bunge Global
BG
|
+$1.73M |
Top Sells
| 1 | +$6.26M | |
| 2 | +$1.8M | |
| 3 | +$1.71M | |
| 4 |
Macy's
M
|
+$1.53M |
| 5 |
Procter & Gamble
PG
|
+$1.41M |
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 | |
|---|---|---|---|---|---|---|
301
Targa Resources
TRGP
$32B
| – | – |
-3,165
|
|
||
302
Trade Desk
TTD
$24.4B
| – | – |
-3,015
|
|