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
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.63M
3
+$1.17M
4
COR icon
Cencora
COR
+$1.1M
5
CSCO icon
Cisco
CSCO
+$1.02M

Top Sells

1
+$822K
2
+$377K
3
+$230K
4
PFE icon
Pfizer
PFE
+$97.1K
5
MDLZ icon
Mondelez International
MDLZ
+$75.6K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$954K 0.64%
4,325
-60
52
$941K 0.63%
13,097
53
$923K 0.62%
+4,467
54
$920K 0.62%
1,863
55
$834K 0.56%
+3,383
56
$809K 0.54%
7,714
-400
57
$800K 0.54%
7,740
-190
58
$772K 0.52%
8,027
-50
59
$758K 0.51%
3,433
+1,764
60
$752K 0.5%
6,538
-35
61
$747K 0.5%
12,934
-100
62
$731K 0.49%
5,350
-150
63
$699K 0.47%
7,170
-115
64
$666K 0.45%
+5,496
65
$657K 0.44%
4,960
66
$640K 0.43%
16,589
-203
67
$633K 0.42%
28,763
-703
68
$632K 0.42%
5,125
+1,075
69
$621K 0.42%
7,020
+2,130
70
$607K 0.41%
+4,177
71
$607K 0.41%
7,516
72
$590K 0.4%
1,508
73
$553K 0.37%
1,069
-5
74
$539K 0.36%
4,745
75
$526K 0.35%
9,190
-100
1 2
3
4 5