PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.4M
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.4M
AUM Growth
-$79.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$644K
3 +$369K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$368K
5
PSX icon
Phillips 66
PSX
+$220K

Top Sells

1 +$239K
2 +$231K
3 +$215K
4
DG icon
Dollar General
DG
+$200K
5
WFC icon
Wells Fargo
WFC
+$98.3K

Sector Composition

1 Technology 14.6%
2 Financials 13.98%
3 Healthcare 10.62%
4 Communication Services 8.31%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BDX icon
101
Becton Dickinson
BDX
$43.3B
-1,230
DG icon
102
Dollar General
DG
$26.6B
-1,510
LLY icon
103
Eli Lilly
LLY
$790B
-200