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
101
$274K 0.18%
2,324
-25
102
$273K 0.18%
5,776
+600
103
$265K 0.18%
2,206
104
$264K 0.18%
2,310
+450
105
$260K 0.17%
3,050
-40
106
$257K 0.17%
2,800
107
$250K 0.17%
2,790
108
$248K 0.17%
1,927
109
$244K 0.16%
1,145
110
$233K 0.16%
458
111
$219K 0.15%
5,710
+665
112
$218K 0.15%
2,340
+300
113
$210K 0.14%
1,560
114
$208K 0.14%
1,210
+660
115
$206K 0.14%
765
116
$188K 0.13%
14,310
117
$37.7K 0.03%
10,000
118
$25.8K 0.02%
30,000
+10,000
119
$6 ﹤0.01%
10,000
120
– –
-66
121
– –
-850
122
– –
-1,100
123
– –
-100
124
– –
-300
125
– –
-200
3 4
5
6 7