PSB
Passumpsic Savings Bank Portfolio holdings
AUM
$160M
1-Year Est. Return
36.96%
1 Year Est. Return
+36.96%
AUM
$152M
AUM Growth
+$12.9M
(+9.3%)
Holding
90
Top Buys
| 1 | +$3.14M | |
| 2 | +$3.02M | |
| 3 | +$2.63M | |
| 4 |
D.R. Horton
DHI
|
+$2.47M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$1.15M |
Top Sells
| 1 | +$3.26M | |
| 2 | +$2.81M | |
| 3 | +$2.77M | |
| 4 |
Emerson Electric
EMR
|
+$2.53M |
| 5 |
Aon
AON
|
+$1.69M |
Sector Composition
| 1 | Consumer Discretionary | 16.56% |
| 2 | Industrials | 15.61% |
| 3 | Financials | 14.52% |
| 4 | Technology | 14.42% |
| 5 | Healthcare | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class C
GOOG
$3.72T
| $263K | 0.17% |
+1,576
|
|
||
77
Johnson & Johnson
JNJ
$497B
| $262K | 0.17% |
+1,615
|
|
||
78
Campbell Soup
CPB
$8.52B
| $221K | 0.15% |
+4,525
|
|
||
79
Kimberly-Clark
KMB
$33.4B
| $212K | 0.14% |
+1,493
|
|
||
80
Packaging Corp of America
PKG
$18.2B
| $212K | 0.14% |
+986
|
|
||
81
Ameriprise Financial
AMP
$45.4B
| $211K | 0.14% |
+450
|
|
||
82
Federated Hermes
FHI
$4.08B
| $206K | 0.14% |
+5,597
|
|
||
83
Cardinal Health
CAH
$48.2B
| – | – |
-28,626
|
|
||
|
84
Emerson Electric
EMR
$74.8B
| – | – |
-22,991
|
|
||
85
McKesson
MCK
$101B
| – | – |
-4,742
|
|
||
86
Merck
MRK
$251B
| – | – |
-1,750
|
|
||
87
Norwegian Cruise Line
NCLH
$10.5B
| – | – |
-30,787
|
|
||
88
PACCAR
PCAR
$58.6B
| – | – |
-31,688
|
|
||
89
Carnival Corp
CCL
$40.9B
| – | – |
-49,650
|
|
||
90
Southern Copper
SCCO
$118B
| – | – |
-3,122
|
|