MFG
MidWestOne Financial Group Portfolio holdings
AUM
$823M
1-Year Est. Return
14.83%
1 Year Est. Return
+14.83%
AUM
$770M
AUM Growth
+$66M
(+9.4%)
Holding
312
Top Buys
| 1 | +$13.8M | |
| 2 | +$11.2M | |
| 3 | +$6.6M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.46M |
| 5 |
VanEck Long Muni ETF
MLN
|
+$2.33M |
Top Sells
| 1 | +$5.94M | |
| 2 | +$4.56M | |
| 3 | +$2.51M | |
| 4 |
Constellation Brands
STZ
|
+$2.49M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.88M |
Sector Composition
| 1 | Financials | 22.49% |
| 2 | Technology | 11.45% |
| 3 | Industrials | 6.36% |
| 4 | Healthcare | 6.33% |
| 5 | Communication Services | 3.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Simon Property Group
SPG
$60.4B
| – | – |
-5,307
|
|
||
302
iShares Russell 2500 ETF
SMMD
$2.31B
| – | – |
-27,226
|
|
||
303
SLB Ltd
SLB
$69.8B
| – | – |
-8,934
|
|
||
304
Match Group
MTCH
$7.4B
| – | – |
-7,856
|
|
||
305
Becton Dickinson
BDX
$59B
| – | – |
-2,357
|
|
||
306
Best Buy
BBY
$14.2B
| – | – |
-2,867
|
|
||
307
Avantis US Small Cap Value ETF
AVUV
$21.4B
| – | – |
-3,461
|
|
||
308
Mohawk Industries
MHK
$7.59B
| – | – |
-2,028
|
|
||
309
East-West Bancorp
EWBC
$15.9B
| – | – |
-17,626
|
|
||
310
Ford
F
$54.2B
| – | – |
-24,791
|
|
||
311
Gilead Sciences
GILD
$155B
| – | – |
-1,864
|
|
||
312
Globus Medical
GMED
$12.5B
| – | – |
-2,804
|
|