PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$162M
This Quarter Return
-2.96%
1 Year Return
+12.39%
3 Year Return
+54.65%
5 Year Return
+95.53%
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(-1.8%)
Cap. Flow
+$5.56M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
49.05%
Holding
151
New
22
Increased
54
Reduced
53
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 16.94% |
| 2 | Technology | 8.31% |
| 3 | Healthcare | 4.76% |
| 4 | Energy | 4.15% |
| 5 | Consumer Discretionary | 3.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Air Products & Chemicals
APD
$65B
| – | – |
-733
| Closed | -$223K |
|