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
$301M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$5.31M
2 +$3.94M
3 +$2.56M
4
T icon
AT&T
T
+$2.45M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.37M

Top Sells

1 +$29.1M
2 +$420K
3 +$387K
4
AAPL icon
Apple
AAPL
+$333K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$294K

Sector Composition

1 Financials 29.85%
2 Technology 16.22%
3 Healthcare 10.75%
4 Industrials 7.76%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$87K 0.03%
+11,899
202
$51K 0.02%
+12,164
203
$12K ﹤0.01%
500
204
-69,022