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
51
$884K 0.59%
20,138
-306
52
$882K 0.59%
10,119
-30
53
$879K 0.59%
4,738
-7
54
$860K 0.58%
5,027
+830
55
$820K 0.55%
+11,918
56
$814K 0.55%
9,101
-2,315
57
$813K 0.55%
28,084
-434
58
$809K 0.54%
6,688
+150
59
$805K 0.54%
5,290
-60
60
$801K 0.54%
16,585
-350
61
$787K 0.53%
4,983
+1,010
62
$775K 0.52%
3,367
63
$751K 0.5%
1,942
+733
64
$737K 0.49%
17,802
+170
65
$683K 0.46%
4,679
-26
66
$658K 0.44%
2,158
+285
67
$635K 0.43%
19,975
+1,550
68
$631K 0.42%
8,790
-300
69
$630K 0.42%
6,880
-55
70
$622K 0.42%
1,603
71
$612K 0.41%
14,992
-100
72
$589K 0.4%
1,889
+212
73
$579K 0.39%
15,586
-70
74
$553K 0.37%
4,860
75
$552K 0.37%
7,680
+200
1 2
3
4 5