PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$340K
2 +$267K
3 +$206K
4
PX
Praxair Inc
PX
+$204K
5
META icon
Meta Platforms (Facebook)
META
+$110K

Sector Composition

1 Financials 21.15%
2 Consumer Staples 4.4%
3 Energy 3.88%
4 Technology 2.85%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,560