StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
First Personal Financial Services reports $472.91M in US-listed equity holdings across 571 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.8%), ACN (3.3%) and GOOGL (3.1%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Personal Financial Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633869). View First Personal Financial Services’s 13F filings on SEC