PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $101M
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$486K
3
+$435K
4
DE icon
Deere & Co
DE
+$424K
5
OXY icon
Occidental Petroleum
OXY
+$81.4K

Top Sells

1
+$1.19M
2
+$662K
3
+$324K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$244K
5
DVY icon
iShares Select Dividend ETF
DVY
+$211K

Sector Composition

1 Financials 14.91%
2 Technology 14.46%
3 Healthcare 8.9%
4 Consumer Staples 8.35%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.1%
9,585
-125
27
$1.55M 1.07%
10,684
-101
28
$1.49M 1.03%
20,777
29
$1.48M 1.03%
10,238
30
$1.48M 1.02%
6,960
-135
31
$1.37M 0.95%
28,410
+1,615
32
$1.36M 0.94%
3,694
-130
33
$1.31M 0.91%
35,000
-1,090
34
$1.31M 0.9%
15,261
+195
35
$1.17M 0.81%
28,975
+21,045
36
$1.15M 0.8%
5,825
-490
37
$1.13M 0.78%
19,047
-150
38
$1.13M 0.78%
1,975
39
$1.1M 0.76%
4,895
40
$1.09M 0.76%
2,571
41
$1.06M 0.73%
39,813
-816
42
$1.01M 0.7%
4,467
43
$1M 0.69%
13,067
-30
44
$982K 0.68%
2,708
+1,200
45
$981K 0.68%
4,225
-100
46
$970K 0.67%
1,843
-20
47
$965K 0.67%
16,157
-65
48
$882K 0.61%
7,922
-105
49
$876K 0.61%
4,930
-55
50
$860K 0.59%
10,222
-89
1
2
3 4 5