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PBK
Peoples Bank (Kansas) Portfolio holdings
AUM
$103M
1-Year Est. Return
21.04%
This Fund
S&P 500
This Quarter
Est. Return
-3.35%
1 Year Est. Return
+21.04%
3 Year Est. Return
+63.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
104.01%
Top 10 Holdings %
Top 10 Hldgs %
34.43%
Holding
268
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$7.52M |
| 2 |
Microsoft
MSFT
|
+$6.58M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.2M |
| 4 |
Apple
AAPL
|
+$4M |
| 5 |
PepsiCo
PEP
|
+$3.88M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.02% |
| 2 | Technology | 12.23% |
| 3 | Healthcare | 11.98% |
| 4 | Consumer Staples | 9.35% |
| 5 | Energy | 8.22% |
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Peoples Bank (Kansas)'s Q3 2023 Portfolio in Review
Q3 2023 is the first quarter with a 13F filing on record for Peoples Bank (Kansas), which disclosed 268 positions worth $117M. Its ten largest holdings account for 34% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 21,189 shares worth $7.42M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Technology and Healthcare.
- Peoples Bank (Kansas)'s largest Q3 2023 buy was Berkshire Hathaway Class B: 21,189 shares worth $7.42M.
- Peoples Bank (Kansas)'s ten largest holdings make up 34% of its $117M portfolio in Q3 2023.
- Peoples Bank (Kansas) disclosed 268 positions in Q3 2023, its first 13F filing on record.
Based on Peoples Bank (Kansas)'s 13F filing for Q3 2023, filed 30 Oct 2023.