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
$101M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$23.3K
3
+$12.2K
4
BDX icon
Becton Dickinson
BDX
+$9.36K

Top Sells

1
+$5.19M
2
+$3.6M
3
+$3.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.36M
5
XOM icon
Exxon Mobil
XOM
+$1.92M

Sector Composition

1 Technology 17.47%
2 Financials 14.7%
3 Healthcare 11.14%
4 Communication Services 8.08%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$77.3B
$380K 0.38%
1,569
-254
BLK icon
77
Blackrock
BLK
$175B
$378K 0.38%
324
-17
MRK icon
78
Merck
MRK
$269B
$369K 0.37%
4,395
SBUX icon
79
Starbucks
SBUX
$111B
$363K 0.36%
4,290
-2,590
XLP icon
80
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.4B
$352K 0.35%
4,493
-805
DVN icon
81
Devon Energy
DVN
$24.2B
$336K 0.33%
9,575
-10,400
NEE icon
82
NextEra Energy
NEE
$177B
$336K 0.33%
4,446
-16,731
HYG icon
83
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.6B
$306K 0.3%
3,765
-12,250
CRM icon
84
Salesforce
CRM
$214B
$301K 0.3%
1,269
-35
C icon
85
Citigroup
C
$198B
$300K 0.3%
2,960
-90
AEP icon
86
American Electric Power
AEP
$62.3B
$299K 0.3%
2,657
-680
ABT icon
87
Abbott
ABT
$187B
$289K 0.29%
2,160
-1,209
COP icon
88
ConocoPhillips
COP
$122B
$264K 0.26%
2,790
XLY icon
89
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
$264K 0.26%
2,202
-710
NKE icon
90
Nike
NKE
$96.3B
$242K 0.24%
3,475
-4,010
BDX icon
91
Becton Dickinson
BDX
$57.5B
$236K 0.23%
1,260
+50
XLI icon
92
State Street Industrial Select Sector SPDR ETF
XLI
$27.9B
$234K 0.23%
1,520
-859
BF.B icon
93
Brown-Forman Class B
BF.B
$12.8B
$227K 0.23%
+8,380
DG icon
94
Dollar General
DG
$32.3B
$208K 0.21%
2,010
-300
GSK icon
95
GSK
GSK
$99.1B
$204K 0.2%
4,730
-980
SO icon
96
Southern Company
SO
$96.4B
$204K 0.2%
2,150
-650
ICLN icon
97
iShares Global Clean Energy ETF
ICLN
$2.11B
$186K 0.18%
12,000
-2,310
AWR icon
98
American States Water
AWR
$2.83B
– –
-5,821
BA icon
99
Boeing
BA
$197B
– –
-2,592
DHR icon
100
Danaher
DHR
$166B
– –
-1,910
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4
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