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
76
$1.2M 0.33%
+5,639
77
$1.2M 0.33%
+23,535
78
$1.19M 0.33%
+32,295
79
$1.18M 0.32%
+24,618
80
$1.17M 0.32%
+7,429
81
$1.17M 0.32%
+3,188
82
$1.16M 0.32%
+10,558
83
$1.16M 0.32%
+23,671
84
$1.1M 0.3%
+19,706
85
$1.1M 0.3%
+25,050
86
$1.09M 0.3%
+20,173
87
$1.09M 0.3%
+6,555
88
$1.08M 0.3%
+19,851
89
$1.07M 0.3%
+34,021
90
$1.07M 0.29%
+20,270
91
$1.07M 0.29%
+4,395
92
$1.07M 0.29%
+38,747
93
$1.06M 0.29%
+25,914
94
$1.05M 0.29%
+9,910
95
$1.04M 0.29%
+11,632
96
$1.02M 0.28%
+10,820
97
$1M 0.27%
+19,104
98
$997K 0.27%
+4,054
99
$980K 0.27%
+39,810
100
$958K 0.26%
+18,834
2 3
4
5 6