FP
| |
First Personal Financial Services13F | |
| First Personal Financial Services | |
| Last update 2024-11-01 | 570 Stocks (233 new) |
| Value $473.00 Mil | Turnover 2 % |
First Personal Financial Servi... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 41,442 | 17,832.6 | +6.46% | 3.770 | +0.23% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
ACN | Accenture PLC | 44,143 | 15,603.8 | -0.32% | 3.300 | -0.01% | 0.010 | +0.53% | -18.57% | 175,918.5 | Software | |
GOOGL | Alphabet Inc | 88,909 | 14,745.6 | -0.62% | 3.120 | -0.02% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
WM | Waste Management Inc | 66,080 | 13,718.1 | -1.77% | 2.900 | -0.06% | 0.020 | -1.21% | +13.46% | 91,475.4 | Waste Management | |
IVV | iShares Core S&P 500 ETF | 21,664 | 12,496.1 | -2.10% | 2.640 | -0.06% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
TMO | Thermo Fisher Scientific Inc | 18,886 | 11,682.5 | -0.30% | 2.470 | -0.01% | 0.000 | -2.88% | -20.13% | 156,565.6 | Medical Diagnostics & Research | |
PG | Procter & Gamble Co | 66,863 | 11,580.6 | +0.30% | 2.450 | +0.01% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
PSA | Public Storage | 31,691 | 11,531.5 | -0.78% | 2.440 | -0.02% | 0.020 | -3.07% | -3.22% | 49,833.0 | REITs | |
BMI | Badger Meter Inc | 52,791 | 11,530.0 | -1.98% | 2.440 | -0.05% | 0.180 | +21.37% | +15.55% | 7,197.5 | Hardware | |
AWK | American Water Works Co Inc | 77,514 | 11,335.6 | -0.95% | 2.400 | -0.02% | 0.040 | -3.12% | +16.20% | 27,869.1 | Utilities - Regulated |
First Personal Financial Services's Historical Top Holdings Breakdowns
First Personal Financial Services's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add Add | +0.56% | 23.16 ($25.16) 26.42 | $29.74 | 18.20% | Add 289.32% | 138,404 | 25,714 | |
UL | Unilever PLC | 2024-09-30 | Reduce Reduce | -0.42% | 54.7 ($61.44) 65.59 | $59.70 | -2.83% | Reduce -19.07% | 143,496 | -33,802 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-09-30 | Add Add | +0.25% | 100.3 ($100.53) 100.74 | $100.59 | 0.06% | Add 163.82% | 19,275 | 11,969 | |
MSFT | Microsoft Corp | 2024-09-30 | Add Add | +0.23% | 395.15 ($427.47) 467.56 | $510.05 | 19.32% | Add 6.46% | 41,442 | 2,515 | |
ORCL | Oracle Corp | 2024-09-30 | Reduce Reduce | -0.23% | 125.9 ($144.85) 170.4 | $245.45 | 69.45% | Reduce -10.7% | 60,044 | -7,195 | |
INTC | Intel Corp | 2024-09-30 | Add Add | +0.20% | 18.89 ($24.97) 34.87 | $23.10 | -7.49% | Add 52.36% | 119,766 | 41,161 | |
BABA | Alibaba Group Holding Ltd | 2024-09-30 | Add Add | +0.16% | 72.18 ($81.82) 107.33 | $120.23 | 46.94% | Add 6931% | 7,031 | 6,931 | |
AMGN | Amgen Inc | 2024-09-30 | Reduce Reduce | -0.11% | 309.38 ($327.11) 337.38 | $294.76 | -9.89% | Reduce -8.98% | 16,092 | -1,587 | |
BRK.B | Berkshire Hathaway Inc | 2024-09-30 | Reduce Reduce | -0.10% | 405.19 ($442.18) 478.57 | $473.80 | 7.15% | Reduce -15.04% | 6,410 | -1,135 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2024-09-30 | Reduce Reduce | -0.09% | 147.95 ($170.4) 191.05 | $240.40 | 41.08% | Reduce -3.96% | 57,712 | -2,378 |
First Personal Financial Services Total Holding History ($B)
First Personal Financial Services's Asset Allocation
First Personal Financial Services Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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First Personal Financial Services's Hypothetical Growth since 2024-09-30
First Personal Financial Services's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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First Personal Financial Services's Holdings Heat Map
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First Personal Financial Services's Holdings Bubble Chart
First Personal Financial Services News
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