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IBOK
Independence Bank of Kentucky Portfolio holdings
AUM
$888M
1-Year Est. Return
29.17%
This Fund
S&P 500
This Quarter
Est. Return
+6.33%
1 Year Est. Return
+29.17%
3 Year Est. Return
+80.58%
5 Year Est. Return
+89.46%
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
97.08%
Top 10 Holdings %
Top 10 Hldgs %
28.25%
Holding
330
New
329
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.08M |
| 2 |
Procter & Gamble
PG
|
+$3.54M |
| 3 |
Intel
INTC
|
+$3.49M |
| 4 |
JPMorgan Chase
JPM
|
+$3.31M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.16% |
| 2 | Consumer Staples | 13.83% |
| 3 | Healthcare | 13.15% |
| 4 | Technology | 11.53% |
| 5 | Communication Services | 10.81% |
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Independence Bank of Kentucky's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Independence Bank of Kentucky, which disclosed 330 positions worth $117M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Apple: 121,512 shares worth $5.14M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Consumer Staples and Healthcare.
- Independence Bank of Kentucky's largest Q4 2017 buy was Apple: 121,512 shares worth $5.14M.
- Independence Bank of Kentucky's ten largest holdings make up 28% of its $117M portfolio in Q4 2017.
- Independence Bank of Kentucky disclosed 330 positions in Q4 2017, its first 13F filing on record.
Based on Independence Bank of Kentucky's 13F filing for Q4 2017, filed 8 Feb 2018.