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
176
$440K 0.12%
+2,944
177
$439K 0.12%
+9,002
178
$435K 0.12%
+8,984
179
$418K 0.11%
+11,625
180
$413K 0.11%
+13,586
181
$411K 0.11%
+10,081
182
$401K 0.11%
+4,000
183
$392K 0.11%
+3,796
184
$381K 0.1%
+1,696
185
$380K 0.1%
+2,546
186
$379K 0.1%
+1,295
187
$379K 0.1%
+3,288
188
$375K 0.1%
+4,812
189
$371K 0.1%
+2,665
190
$371K 0.1%
+6,462
191
$366K 0.1%
+2,717
192
$362K 0.1%
+8,827
193
$346K 0.1%
+2,022
194
$342K 0.09%
+5,306
195
$340K 0.09%
+5,419
196
$340K 0.09%
+16,999
197
$338K 0.09%
+8,508
198
$335K 0.09%
+3,830
199
$321K 0.09%
+9,202
200
$320K 0.09%
+3,278