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Home > Institutional Investor > Midwestone Financial Group, Inc. > Profile

Instuitional Investor - Midwestone Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Midwestone Financial Group, Inc.
Portfolio Value $441,176,109
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Midwestone Financial Group Inc.
 MOFG 4,200,267 $84,822,594 19.22%
2.
Apple Inc.
 AAPL 142,726 $24,435,948 5.53%
3.
Microsoft Corp
 MSFT 30,955 $9,774,042 2.21%
4.
Abbvie Inc.
 ABBV 37,724 $5,623,139 1.27%
5.
Vanguard Scottsdale Funds
 72,022 $5,158,216 1.16%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)