PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $101M
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$260K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$374K
3
+$266K
4
GLD icon
SPDR Gold Trust
GLD
+$145K
5
PFE icon
Pfizer
PFE
+$92.3K

Top Sells

1
+$165K
2
+$145K
3
+$145K
4
TSM icon
TSMC
TSM
+$142K
5
MSFT icon
Microsoft
MSFT
+$90.7K

Sector Composition

1 Financials 14.84%
2 Technology 14%
3 Healthcare 10.34%
4 Consumer Staples 8.87%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.51M 6.64%
19,039
-203
2
$8.47M 6.61%
20,821
-61
3
$4.34M 3.38%
9,053
-38
4
$4.3M 3.36%
20,430
-360
5
$4.17M 3.26%
132,355
+60
6
$3.82M 2.98%
33,162
+3,253
7
$3.48M 2.72%
19,108
-215
8
$3.4M 2.65%
20,596
-46
9
$2.92M 2.28%
11,470
-96
10
$2.64M 2.06%
44,389
-1,260
11
$2.54M 1.98%
12,546
-135
12
$2.33M 1.82%
54,809
13
$2.2M 1.72%
7,597
14
$2.17M 1.69%
11,207
-120
15
$2.14M 1.67%
3,941
-20
16
$2.07M 1.62%
3,824
-51
17
$2.07M 1.61%
9,143
+1,775
18
$2.01M 1.57%
4,018
-25
19
$2M 1.56%
9,072
-25
20
$1.98M 1.55%
29,249
-280
21
$1.9M 1.48%
15,726
+5
22
$1.73M 1.35%
29,342
-1,365
23
$1.72M 1.34%
10,401
-91
24
$1.59M 1.24%
10,904
25
$1.59M 1.24%
10,178
+395
1
2 3 4 5