ISB
Iowa State Bank Portfolio holdings
AUM
$525M
1-Year Est. Return
18.93%
1 Year Est. Return
+18.93%
AUM
$525M
AUM Growth
+$23.3M
(+4.6%)
Holding
127
Top Buys
| 1 | +$3.95M | |
| 2 | +$2.47M | |
| 3 | +$2.35M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.31M |
| 5 |
Yum! Brands
YUM
|
+$1.44M |
Top Sells
| 1 | +$2.22M | |
| 2 | +$2.09M | |
| 3 | +$2.09M | |
| 4 |
ConocoPhillips
COP
|
+$1.99M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.39M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Financials | 15.81% |
| 3 | Healthcare | 9.16% |
| 4 | Industrials | 7.81% |
| 5 | Communication Services | 6.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Boeing
BA
$161B
| – | – |
-975
|
|