PSB

Passumpsic Savings Bank Portfolio holdings

AUM $160M
1-Year Est. Return 36.96%
This Quarter Est. Return
1 Year Est. Return
+36.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$5.77M
3
+$5.46M
4
DECK icon
Deckers Outdoor
DECK
+$5.44M
5
PCAR icon
PACCAR
PCAR
+$5.04M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.46%
2 Consumer Discretionary 16.78%
3 Financials 13.03%
4 Technology 12.18%
5 Healthcare 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.6%
+12,534
27
$2.47M 1.58%
+4,592
28
$2.44M 1.56%
+23,647
29
$2.37M 1.52%
+654
30
$2.37M 1.51%
+2,328
31
$2.36M 1.51%
+30,220
32
$2.11M 1.35%
+4,835
33
$2.02M 1.29%
+15,270
34
$1.96M 1.25%
+2,523
35
$1.96M 1.25%
+11,747
36
$1.8M 1.15%
+15,304
37
$1.71M 1.09%
+2,330
38
$1.38M 0.88%
+5,676
39
$1.29M 0.83%
+21,430
40
$1.25M 0.8%
+2,970
41
$1.05M 0.67%
+6,943
42
$1.04M 0.67%
+6,074
43
$1.04M 0.66%
+8,685
44
$1.02M 0.65%
+8,921
45
$891K 0.57%
+3,423
46
$854K 0.55%
+14,138
47
$850K 0.54%
+3,734
48
$845K 0.54%
+1,857
49
$811K 0.52%
+49,650
50
$800K 0.51%
+1,145
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