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
76
$217K 0.16%
+1,750
77
– –
-3,423
78
– –
-3,445
79
– –
-3,734
80
– –
-16,090
81
– –
-15,401
82
– –
-756
83
– –
-2,474
84
– –
-3,747
85
– –
-1,450
86
– –
-777
87
– –
-3,450
88
– –
-875
89
– –
-4,394
90
– –
-2,200
91
– –
-5,517
92
– –
-11,476
93
– –
-1,860
94
– –
-34,316
95
– –
-1,623
96
– –
-1,857
97
– –
-20,828
98
– –
-5,520
99
– –
-9,754
100
– –
-2,351
1 2 3
4
5