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
$139M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.47M
3
+$3.26M
4
CROX icon
Crocs
CROX
+$3.25M
5
EMR icon
Emerson Electric
EMR
+$2.53M

Top Sells

1
+$4.2M
2
+$4.09M
3
+$3.34M
4
GE icon
GE Aerospace
GE
+$1.17M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.13M

Sector Composition

1 Industrials 19.04%
2 Consumer Discretionary 16.95%
3 Financials 14.61%
4 Technology 12.44%
5 Healthcare 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.44%
3,406
-3,537
52
$598K 0.43%
2,392
+794
53
$578K 0.41%
30,787
54
$577K 0.41%
8,758
+143
55
$575K 0.41%
+5,735
56
$564K 0.4%
11,403
+322
57
$554K 0.4%
2,800
58
$541K 0.39%
5,295
-607
59
$538K 0.39%
+10,646
60
$473K 0.34%
4,944
-4
61
$445K 0.32%
3,149
+125
62
$436K 0.31%
13,543
+557
63
$435K 0.31%
2,889
+423
64
$424K 0.3%
2,322
+333
65
$422K 0.3%
5,037
+253
66
$403K 0.29%
7,336
-6,802
67
$402K 0.29%
11,299
+663
68
$365K 0.26%
7,440
+598
69
$341K 0.24%
1,971
+223
70
$321K 0.23%
3,122
+179
71
$296K 0.21%
15,476
+2,081
72
$295K 0.21%
3,749
73
$277K 0.2%
2,405
+50
74
$274K 0.2%
11,565
75
$240K 0.17%
4,199
+124
1 2
3
4 5