PBK
Peoples Bank (Kansas) Portfolio holdings
AUM $149M
1-Year Return
16.8%
This Quarter Return
-3.35%
1 Year Return
+16.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.43%
Holding
268
New
267
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$7.42M |
| 2 |
Microsoft
MSFT
|
+$6.29M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.15M |
| 4 |
Apple
AAPL
|
+$3.73M |
| 5 |
PepsiCo
PEP
|
+$3.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.02% |
| 2 | Technology | 12.23% |
| 3 | Healthcare | 11.98% |
| 4 | Consumer Staples | 9.35% |
| 5 | Energy | 8.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Carisma Therapeutics
CARM
$14.5M
| $1.06K | ﹤0.01% |
+250
| New | +$1.06K |
|
252
Senseonics Holdings
SENS
$368M
| $1.02K | ﹤0.01% |
+1,700
| New | +$1.02K |
|
253
Teva Pharmaceuticals
TEVA
$21.7B
| $887 | ﹤0.01% |
+87
| New | +$887 |
|
254
Vermilion Energy
VET
$1.16B
| $731 | ﹤0.01% |
+50
| New | +$731 |
|
|
B
255
Barrick Mining Corporation
B
$49.5B
| $727 | ﹤0.01% |
+50
| New | +$727 |
|
256
Moderna
MRNA
$9.29B
| $516 | ﹤0.01% |
+5
| New | +$516 |
|
257
GE HealthCare
GEHC
$35.5B
| $476 | ﹤0.01% |
+7
| New | +$476 |
|
258
Addentax Group
ATXG
$7.39M
| $469 | ﹤0.01% |
+350
| New | +$469 |
|
259
SiriusXM
SIRI
$7.89B
| $451 | ﹤0.01% |
+10
| New | +$451 |
|
260
Trump Media & Technology Group
DJT
$4.89B
| $328 | ﹤0.01% |
+20
| New | +$328 |
|
261
Avista
AVA
$2.92B
| $323 | ﹤0.01% |
+10
| New | +$323 |
|
262
Byrna Technologies
BYRN
$455M
| $318 | ﹤0.01% |
+142
| New | +$318 |
|
263
Lyft
LYFT
$8.48B
| $316 | ﹤0.01% |
+30
| New | +$316 |
|
264
Lumen
LUMN
$6B
| $263 | ﹤0.01% |
+187
| New | +$263 |
|
265
Workhorse Group
WKHS
$17.5M
| $82 | ﹤0.01% |
+1
| New | +$82 |
|
266
Kyndryl
KD
$7.4B
| $75 | ﹤0.01% |
+5
| New | +$75 |
|
|
BLDP
267
Ballard Power Systems
BLDP
$652M
| $36 | ﹤0.01% |
+10
| New | +$36 |
|
268
Soluna Holdings
SLNH
$28M
| – | – |
0
| – | – |
|