MFG

MidWestOne Financial Group Portfolio holdings

AUM $770M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$8.44M
3
+$5.97M
4
FLXS icon
Flexsteel Industries
FLXS
+$5.9M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.92M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.93%
2 Technology 10.82%
3 Healthcare 9.54%
4 Industrials 8.49%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.42%
+11,342
52
$1.52M 0.42%
+30,452
53
$1.52M 0.42%
+18,823
54
$1.51M 0.42%
+46,387
55
$1.51M 0.41%
+9,024
56
$1.43M 0.39%
+9,171
57
$1.42M 0.39%
+66,036
58
$1.38M 0.38%
+22,362
59
$1.36M 0.37%
+6,800
60
$1.34M 0.37%
+24,336
61
$1.33M 0.36%
+37,515
62
$1.32M 0.36%
+25,124
63
$1.32M 0.36%
+37,963
64
$1.31M 0.36%
+16,330
65
$1.31M 0.36%
+30,867
66
$1.31M 0.36%
+12,034
67
$1.31M 0.36%
+30,456
68
$1.3M 0.36%
+24,120
69
$1.3M 0.36%
+16,257
70
$1.29M 0.35%
+29,240
71
$1.27M 0.35%
+30,126
72
$1.27M 0.35%
+90,037
73
$1.26M 0.35%
+16,342
74
$1.26M 0.35%
+32,712
75
$1.21M 0.33%
+8,975
1 2
3
4 5