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
1
$7.74M 4.95%
+333,213
2
$5.77M 3.69%
+41,187
3
$5.46M 3.49%
+94,324
4
$5.44M 3.48%
+34,698
5
$5.04M 3.22%
+40,667
6
$4.25M 2.72%
+23,588
7
$4.2M 2.68%
+20,828
8
$4.09M 2.62%
+7,831
9
$3.94M 2.52%
+12,604
10
$3.73M 2.39%
+64,200
11
$3.48M 2.22%
+7,166
12
$3.36M 2.14%
+46,280
13
$3.34M 2.13%
+34,316
14
$3.32M 2.12%
+8,325
15
$3.28M 2.1%
+25,552
16
$3.28M 2.09%
+7,790
17
$3.24M 2.07%
+7,815
18
$3.17M 2.03%
+11,361
19
$3.16M 2.02%
+28,237
20
$3.14M 2.01%
+10,424
21
$3.12M 1.99%
+19,510
22
$2.85M 1.82%
+5,136
23
$2.76M 1.76%
+5,728
24
$2.74M 1.75%
+33,981
25
$2.73M 1.75%
+14,017
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