Top 50 First Personal Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.77% | 41.4K | $17.8M | +6.46%(+2.52K) | — | 2024-09-30 | |
| ACN | ACCENTURE PLC IRELAND | 3.3% | 44.1K | $15.6M | -0.32%(-142) | — | 2024-09-30 | |
| GOOGL | ALPHABET INC | 3.12% | 88.9K | $14.7M | -0.62%(-554) | — | 2024-09-30 | |
| WM | WASTE MGMT INC DEL | 2.9% | 66.1K | $13.7M | -1.77%(-1.19K) | — | 2024-09-30 | |
| IVV | ISHARES TR | 2.64% | 21.7K | $12.5M | -2.10%(-465) | — | 2024-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.47% | 18.9K | $11.7M | -0.30%(-56) | — | 2024-09-30 | |
| PG | PROCTER AND GAMBLE CO | 2.45% | 66.9K | $11.6M | +0.30%(+197) | — | 2024-09-30 | |
| PSA | PUBLIC STORAGE OPER CO | 2.44% | 31.7K | $11.5M | -0.78%(-248) | — | 2024-09-30 | |
| BMI | BADGER METER INC | 2.44% | 52.8K | $11.5M | -1.98%(-1.07K) | — | 2024-09-30 | |
| AWK | AMERICAN WTR WKS CO INC NEW | 2.4% | 77.5K | $11.3M | -0.95%(-741) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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