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
$424M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.34M
3
+$856K
4
MLN icon
VanEck Long Muni ETF
MLN
+$767K
5
SMB icon
VanEck Short Muni ETF
SMB
+$661K

Top Sells

1
+$3M
2
+$1.91M
3
+$654K
4
CSX icon
CSX Corp
CSX
+$539K
5
BSX icon
Boston Scientific
BSX
+$517K

Sector Composition

1 Financials 39.44%
2 Technology 13.35%
3 Healthcare 8.69%
4 Industrials 7.87%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.43%
16,834
-4,259
52
$1.76M 0.42%
11,872
+341
53
$1.73M 0.41%
4,326
+150
54
$1.7M 0.4%
19,905
-213
55
$1.7M 0.4%
4,467
+384
56
$1.66M 0.39%
32,108
-4,213
57
$1.65M 0.39%
6,224
58
$1.61M 0.38%
6,610
+368
59
$1.61M 0.38%
73,714
+35,014
60
$1.59M 0.38%
5,402
+175
61
$1.57M 0.37%
33,423
+1,815
62
$1.56M 0.37%
27,424
+790
63
$1.56M 0.37%
6,572
+126
64
$1.53M 0.36%
22,865
-77
65
$1.53M 0.36%
7,039
66
$1.52M 0.36%
5,457
+206
67
$1.52M 0.36%
5,083
+35
68
$1.51M 0.36%
9,772
-143
69
$1.47M 0.35%
4,624
70
$1.43M 0.34%
4,485
+359
71
$1.41M 0.33%
61,773
+1,824
72
$1.4M 0.33%
9,823
+57
73
$1.39M 0.33%
28,700
-594
74
$1.38M 0.33%
22,070
+201
75
$1.36M 0.32%
12,390
-80
1 2
3
4 5