PBK
Peoples Bank (Kansas) Portfolio holdings
AUM
$99.5M
1-Year Est. Return
20.42%
1 Year Est. Return
+20.42%
AUM
$99.5M
AUM Growth
-$1.21M
(-1.2%)
Holding
102
Top Buys
| 1 | +$285K | |
| 2 | +$235K | |
| 3 | +$219K | |
| 4 |
Eli Lilly
LLY
|
+$215K |
| 5 |
Air Products & Chemicals
APD
|
+$200K |
Top Sells
| 1 | +$580K | |
| 2 | +$242K | |
| 3 | +$208K | |
| 4 |
Southern Company
SO
|
+$204K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
+$186K |
Sector Composition
| 1 | Technology | 16.45% |
| 2 | Financials | 14.98% |
| 3 | Healthcare | 11.22% |
| 4 | Communication Services | 8.85% |
| 5 | Consumer Staples | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Southern Company
SO
$96.4B
| – | – |
-2,150
|
|
||
102
UnitedHealth
UNH
$323B
| – | – |
-1,680
|
|