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First Personal Financial Services

Portfolio Manager
First Personal Financial Services
Performance
0% (N/A)
AUM (13F)
$472.91M
# of Holdings
571
Performance Rank
N/A
Allocation (Top 20)
N/A

First Personal Financial Services Holdings Map

Top 50 First Personal Financial Services Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
3.77%41.4K$17.8M
+6.46%(+2.52K)
2023-Q3: 36.2K shares2023-Q4: 35.7K shares2024-Q1: 34.5K shares2024-Q2: 38.9K shares2024-Q3: 41.4K shares2024-09-30
ACN
ACCENTURE PLC IRELAND
3.3%44.1K$15.6M
-0.32%(-142)
2023-Q3: 45.0K shares2023-Q4: 44.7K shares2024-Q1: 44.2K shares2024-Q2: 44.3K shares2024-Q3: 44.1K shares2024-09-30
GOOGL
ALPHABET INC
3.12%88.9K$14.7M
-0.62%(-554)
2023-Q3: 95.0K shares2023-Q4: 94.3K shares2024-Q1: 93.4K shares2024-Q2: 89.5K shares2024-Q3: 88.9K shares2024-09-30
WM
WASTE MGMT INC DEL
2.9%66.1K$13.7M
-1.77%(-1.19K)
2023-Q3: 69.6K shares2023-Q4: 68.9K shares2024-Q1: 66.8K shares2024-Q2: 67.3K shares2024-Q3: 66.1K shares2024-09-30
IVV
ISHARES TR
2.64%21.7K$12.5M
-2.10%(-465)
2023-Q3: 22.3K shares2023-Q4: 21.7K shares2024-Q1: 22.4K shares2024-Q2: 22.1K shares2024-Q3: 21.7K shares2024-09-30
TMO
THERMO FISHER SCIENTIFIC INC
2.47%18.9K$11.7M
-0.30%(-56)
2023-Q3: 19.6K shares2023-Q4: 19.3K shares2024-Q1: 19.0K shares2024-Q2: 18.9K shares2024-Q3: 18.9K shares2024-09-30
PG
PROCTER AND GAMBLE CO
2.45%66.9K$11.6M
+0.30%(+197)
2023-Q3: 68.1K shares2023-Q4: 67.6K shares2024-Q1: 66.8K shares2024-Q2: 66.7K shares2024-Q3: 66.9K shares2024-09-30
PSA
PUBLIC STORAGE OPER CO
2.44%31.7K$11.5M
-0.78%(-248)
2023-Q3: 30.6K shares2023-Q4: 30.6K shares2024-Q1: 31.7K shares2024-Q2: 31.9K shares2024-Q3: 31.7K shares2024-09-30
BMI
BADGER METER INC
2.44%52.8K$11.5M
-1.98%(-1.07K)
2023-Q3: 61.1K shares2023-Q4: 60.6K shares2024-Q1: 54.3K shares2024-Q2: 53.9K shares2024-Q3: 52.8K shares2024-09-30
AWK
AMERICAN WTR WKS CO INC NEW
2.4%77.5K$11.3M
-0.95%(-741)
2023-Q3: 69.3K shares2023-Q4: 73.1K shares2024-Q1: 74.7K shares2024-Q2: 78.3K shares2024-Q3: 77.5K shares2024-09-30

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