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PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$163M
1-Year Est. Return
18.72%
This Fund
S&P 500
This Quarter
Est. Return
+1.37%
1 Year Est. Return
+18.72%
3 Year Est. Return
+55.94%
5 Year Est. Return
+61.37%
10 Year Est. Return
+207.27%
AUM
$169M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
99.46%
Top 10 Holdings %
Top 10 Hldgs %
58.93%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Peoples Bancorp
PEBO
|
+$30.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$11.7M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$10.5M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$9.94M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$6.88M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 21.99% |
| 2 | Consumer Staples | 4.5% |
| 3 | Energy | 3.37% |
| 4 | Healthcare | 3.03% |
| 5 | Technology | 2.92% |
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Peoples Bank (Ohio)'s Q4 2015 Portfolio in Review
Q4 2015 is the first quarter with a 13F filing on record for Peoples Bank (Ohio), which disclosed 106 positions worth $169M. Its ten largest holdings account for 59% of the portfolio.
Its largest position is Peoples Bancorp: 1,496,938 shares worth $32.6M.
By sector, the portfolio is most concentrated in Financials at 22% of assets, followed by Consumer Staples and Energy.
- Peoples Bank (Ohio)'s largest Q4 2015 buy was Peoples Bancorp: 1,496,938 shares worth $32.6M.
- Peoples Bank (Ohio)'s ten largest holdings make up 59% of its $169M portfolio in Q4 2015.
- Peoples Bank (Ohio) disclosed 106 positions in Q4 2015, its first 13F filing on record.
Based on Peoples Bank (Ohio)'s 13F filing for Q4 2015, filed 16 Feb 2016.