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FBFS

First Business Financial Services Portfolio holdings

AUM $1.12B
1-Year Est. Return 22.16%
This Fund
S&P 500
This Quarter Est. Return
+3.9%
1 Year Est. Return
+22.16%
3 Year Est. Return
+59.84%
5 Year Est. Return
+59.27%
10 Year Est. Return
+176.73%
AUM
$334M
AUM Growth
+$22M
Cap. Flow
+$11.2M
Cap. Flow %
3.36%
Top 10 Hldgs %
82.31%
Holding
86
New
8
Increased
11
Reduced
26
Closed
31

Sector Composition

Rank Sector Weight
1 Financials 3.71%
2 Consumer Staples 0.82%
3 Consumer Discretionary 0.66%
4 Healthcare 0.39%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$654B
$80.6M 24.09%
772,313
-102,259
-12% -$10.8M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$46.6M 13.93%
431,128
-91,583
-18% -$9.97M
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$186B
$27.5M 8.21%
+504,801
New +$28M
IWF icon
4
iShares Russell 1000 Growth ETF
IWF
$122B
$24.8M 7.4%
995,508
+15,728
+2% +$392K
IWD icon
5
iShares Russell 1000 Value ETF
IWD
$82B
$19.2M 5.75%
196,619
-47,530
-19% -$4.72M
BND icon
6
Vanguard Total Bond Market
BND
$157B
$19M 5.69%
+235,375
New +$19.2M
EFA icon
7
iShares MSCI EAFE ETF
EFA
$76.4B
$18.2M 5.44%
309,911
-452,925
-59% -$27.3M
IWR icon
8
iShares Russell Mid-Cap ETF
IWR
$56.8B
$16.4M 4.9%
409,308
+10,096
+3% +$411K
IWV icon
9
iShares Russell 3000 ETF
IWV
$19.5B
$12.1M 3.63%
+100,903
New +$12.3M
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$10.9M 3.26%
53,524
+37,733
+239% +$7.75M
FBIZ icon
11
First Business Financial Services
FBIZ
$562M
$10.4M 3.1%
414,331
-43,104
-9% -$1.08M
XLK icon
12
State Street Technology Select Sector SPDR ETF
XLK
$115B
$7.73M 2.31%
360,848
+330,700
+1,097% +$7.12M
XLV icon
13
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$7.37M 2.21%
102,352
+23,196
+29% +$1.64M
XLY icon
14
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$6.88M 2.06%
175,990
+45,566
+35% +$1.81M
VTV icon
15
Vanguard Value ETF
VTV
$189B
$5.08M 1.52%
+62,299
New +$5.1M
MUB icon
16
iShares National Muni Bond ETF
MUB
$45.1B
$3.48M 1.04%
31,448
+2,379
+8% +$261K
IWN icon
17
iShares Russell 2000 Value ETF
IWN
$14.4B
$2.73M 0.82%
29,666
+505
+2% +$47.9K
IWO icon
18
iShares Russell 2000 Growth ETF
IWO
$14.5B
$2.72M 0.81%
19,527
+384
+2% +$54.5K
PM icon
19
Philip Morris
PM
$301B
$829K 0.25%
9,428
FIS icon
20
Fidelity National Information Services
FIS
$21.5B
$713K 0.21%
11,771
HD icon
21
Home Depot
HD
$332B
$516K 0.15%
3,901
-112
-3% -$14.3K
MDLZ icon
22
Mondelez International
MDLZ
$77.7B
$501K 0.15%
11,164
BA icon
23
Boeing
BA
$165B
$477K 0.14%
3,297
-13
-0.4% -$1.87K
IWM icon
24
iShares Russell 2000 ETF
IWM
$80.9B
$441K 0.13%
3,915
KR icon
25
Kroger
KR
$34.8B
$401K 0.12%
9,594
-158
-2% -$6.12K

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First Business Financial Services's Q4 2015 Portfolio in Review

As of Q4 2015, First Business Financial Services held 86 positions worth $334M, up 7% from $312M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

First Business Financial Services deployed $11.2M of net new capital in Q4 2015, opening 8 new positions and adding to 11 existing holdings. Its largest new stake was iShares Core MSCI EAFE ETF: 504,801 shares worth $27.5M.

By sector, the portfolio is most concentrated in Financials at 3.7% of assets, down from 4.5% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $27.3M trimmed.

  • First Business Financial Services's largest Q4 2015 buy was iShares Core MSCI EAFE ETF: 504,801 shares worth $27.5M.
  • First Business Financial Services added most to State Street SPDR S&P 500 ETF Trust in Q4 2015, an estimated $7.75M increase.
  • First Business Financial Services's biggest Q4 2015 reduction was iShares MSCI EAFE ETF, cutting an estimated $27.3M.
  • First Business Financial Services fully exited State Street Utilities Select Sector SPDR ETF in Q4 2015, selling an estimated $5.07M.
  • First Business Financial Services's ten largest holdings make up 82% of its $334M portfolio in Q4 2015.
  • First Business Financial Services opened 8 new positions and closed 31 in Q4 2015.
  • First Business Financial Services's portfolio value rose 7% quarter-over-quarter to $334M.

Based on First Business Financial Services's 13F filing for Q4 2015, filed 9 Feb 2016.