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
201
$316K 0.09%
+3,907
202
$316K 0.09%
+3,730
203
$315K 0.09%
+2,414
204
$314K 0.09%
+8,150
205
$313K 0.09%
+12,040
206
$308K 0.08%
+6,842
207
$304K 0.08%
+4,404
208
$301K 0.08%
+2,114
209
$299K 0.08%
+2,360
210
$297K 0.08%
+2,758
211
$290K 0.08%
+1,079
212
$289K 0.08%
+3,536
213
$284K 0.08%
+2,790
214
$280K 0.08%
+982
215
$275K 0.08%
+2,231
216
$273K 0.07%
+14,592
217
$264K 0.07%
+3,878
218
$263K 0.07%
+4,000
219
$263K 0.07%
+13,299
220
$261K 0.07%
+6,900
221
$259K 0.07%
+3,454
222
$259K 0.07%
+6,250
223
$258K 0.07%
+2,371
224
$258K 0.07%
+7,859
225
$255K 0.07%
+10,500