ISB
Iowa State Bank Portfolio holdings
AUM
$502M
This Quarter Return
+3.1%
1 Year Return
+18.62%
3 Year Return
+59.58%
5 Year Return
+110.79%
10 Year Return
+219.2%
AUM
$177M
AUM Growth
+$177M
(+4.9%)
Cap. Flow
+$4.66M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
29.48%
Holding
96
New
11
Increased
37
Reduced
20
Closed
2
Top Buys
Top Sells
| 1 |
3M
MMM
|
$3.75M |
| 2 |
Casey's General Stores
CASY
|
$113K |
| 3 |
Bristol-Myers Squibb
BMY
|
$68.7K |
| 4 |
Johnson & Johnson
JNJ
|
$67.3K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$48.2K |
Sector Composition
| 1 | Healthcare | 14.67% |
| 2 | Consumer Staples | 13.91% |
| 3 | Technology | 13.63% |
| 4 | Financials | 13.42% |
| 5 | Industrials | 12.77% |
