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
76
$545K 0.37%
2,993
+125
77
$543K 0.36%
2,592
+10
78
$532K 0.36%
7,485
+665
79
$511K 0.34%
4,000
80
$497K 0.33%
6,762
-205
81
$458K 0.31%
3,369
82
$446K 0.3%
5,821
83
$439K 0.29%
4,808
-12
84
$429K 0.29%
5,298
-1,100
85
$428K 0.29%
2,050
86
$426K 0.29%
+8,000
87
$415K 0.28%
2,500
88
$413K 0.28%
892
-10
89
$393K 0.26%
1,823
90
$377K 0.25%
1,910
91
$358K 0.24%
+341
92
$356K 0.24%
1,304
-20
93
$351K 0.24%
2,379
94
$349K 0.23%
8,010
95
$348K 0.23%
4,395
+50
96
$346K 0.23%
3,337
97
$321K 0.22%
2,379
98
$316K 0.21%
2,912
-20
99
$281K 0.19%
3,000
100
$278K 0.19%
1,225
2 3
4
5 6