ISB

Iowa State Bank Portfolio holdings

AUM $525M
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.34M
2 +$2.44M
3 +$2.04M
4
LIN icon
Linde
LIN
+$1.92M
5
FCX icon
Freeport-McMoran
FCX
+$1.83M

Top Sells

1 +$6.79M
2 +$2.71M
3 +$2.52M
4
WBA
Walgreens Boots Alliance
WBA
+$1.6M
5
EBAY icon
eBay
EBAY
+$1.51M

Sector Composition

1 Financials 13.77%
2 Technology 13.12%
3 Healthcare 12.88%
4 Industrials 9.76%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,905