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
$441M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.38M
3
+$2.08M
4
LNT icon
Alliant Energy
LNT
+$1.44M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.2M

Top Sells

1
+$1.34M
2
+$903K
3
+$730K
4
RTX icon
RTX Corp
RTX
+$708K
5
ZBRA icon
Zebra Technologies
ZBRA
+$683K

Sector Composition

1 Financials 27.11%
2 Technology 14.22%
3 Healthcare 10.09%
4 Industrials 6.94%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.49%
28,800
+1,064
52
$2.1M 0.48%
33,455
-2,430
53
$2.07M 0.47%
4,836
+106
54
$1.97M 0.45%
3,911
-334
55
$1.96M 0.44%
4,571
-570
56
$1.93M 0.44%
33,245
-7,665
57
$1.9M 0.43%
9,116
+5,759
58
$1.86M 0.42%
52,399
-1,213
59
$1.82M 0.41%
23,907
-547
60
$1.75M 0.4%
16,178
-1,859
61
$1.68M 0.38%
14,586
+3,182
62
$1.66M 0.38%
51,138
-1,028
63
$1.63M 0.37%
43,726
+7,959
64
$1.63M 0.37%
8,349
-925
65
$1.62M 0.37%
23,576
-9,580
66
$1.62M 0.37%
7,171
+1,532
67
$1.59M 0.36%
83,086
+15,616
68
$1.57M 0.36%
29,511
-1,080
69
$1.55M 0.35%
18,756
-170
70
$1.54M 0.35%
7,578
-22
71
$1.53M 0.35%
45,665
+7,736
72
$1.52M 0.35%
27,768
+4,403
73
$1.52M 0.34%
6,052
-175
74
$1.49M 0.34%
33,621
-77
75
$1.49M 0.34%
13,368
-986
1 2
3
4 5