First Personal Financial Services Portfolio Holdings
First Personal Financial Services
- $472 Million
- Q3 2024
First Personal Financial Services has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $472 Million distributed in 571 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.8M, Accenture PLC with a value of $15.6M, Alphabet Inc. with a value of $14.7M, Waste Management Inc with a value of $13.7M, and Ishares Core S&P 500 ETF with a value of $12.5M.
Examining the 13F form we can see an increase of $30.4M in the current position value, from $441M to 472M.
Below you can find more details about First Personal Financial Services portfolio as well as his latest detailed transactions.
Portfolio value
$472 Million
Technology: $108 Million
ETFs: $92.7 Million
Consumer Defensive: $87.7 Million
Industrials: $32.6 Million
Communication Services: $27.3 Million
Utilities: $24.7 Million
Healthcare: $22.9 Million
Real Estate: $21.1 Million
Other: $54.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 571
- Current Value $472 Million
- Prior Value $441 Million
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 234 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks