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
151
$569K 0.16%
+5,127
152
$565K 0.16%
+29,697
153
$564K 0.15%
+1,551
154
$550K 0.15%
+6,389
155
$547K 0.15%
+23,733
156
$541K 0.15%
+8,596
157
$540K 0.15%
+6,596
158
$538K 0.15%
+14,612
159
$529K 0.15%
+3,041
160
$524K 0.14%
+19,652
161
$516K 0.14%
+5,955
162
$513K 0.14%
+4,470
163
$511K 0.14%
+34,185
164
$498K 0.14%
+7,664
165
$497K 0.14%
+6,071
166
$482K 0.13%
+26,968
167
$473K 0.13%
+24,902
168
$471K 0.13%
+26,550
169
$462K 0.13%
+13,505
170
$461K 0.13%
+25,578
171
$459K 0.13%
+2,712
172
$451K 0.12%
+8,800
173
$449K 0.12%
+17,435
174
$447K 0.12%
+9,002
175
$444K 0.12%
+10,319