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
$173M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$811K
2 +$584K
3 +$271K
4
PRU icon
Prudential Financial
PRU
+$216K
5
COST icon
Costco
COST
+$211K

Sector Composition

1 Financials 25.8%
2 Energy 3.98%
3 Consumer Staples 3.93%
4 Technology 2.7%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,689
102
-4,900