PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.5M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$426K
3
+$358K
4
ADBE icon
Adobe
ADBE
+$284K
5
TSM icon
TSMC
TSM
+$246K

Top Sells

1
+$743K
2
+$393K
3
+$359K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$207K
5
LLY icon
Eli Lilly
LLY
+$204K

Sector Composition

1 Financials 16.09%
2 Technology 15.31%
3 Healthcare 8.76%
4 Consumer Staples 8.32%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.11%
10,417
27
$1.64M 1.1%
10,734
-25
28
$1.63M 1.09%
6,835
-80
29
$1.57M 1.05%
6,913
+1,088
30
$1.52M 1.02%
10,618
+45
31
$1.47M 0.99%
21,177
32
$1.43M 0.96%
27,323
-7,512
33
$1.43M 0.96%
4,765
-100
34
$1.37M 0.92%
3,529
-160
35
$1.3M 0.87%
18,696
-101
36
$1.29M 0.87%
16,015
-30
37
$1.29M 0.86%
30,312
-17,532
38
$1.27M 0.85%
35,620
+875
39
$1.18M 0.79%
12,917
40
$1.12M 0.75%
1,998
-25
41
$1.12M 0.75%
2,546
42
$1.11M 0.74%
4,019
-6
43
$1.09M 0.73%
1,485
-490
44
$1.07M 0.72%
15,857
-100
45
$1.03M 0.69%
4,427
46
$1M 0.67%
8,102
47
$998K 0.67%
14,468
-205
48
$956K 0.64%
39,453
+640
49
$925K 0.62%
13,081
-102
50
$896K 0.6%
20,696
-200
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