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
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.63M
3
+$1.17M
4
COR icon
Cencora
COR
+$1.1M
5
CSCO icon
Cisco
CSCO
+$1.02M

Top Sells

1
+$822K
2
+$377K
3
+$230K
4
PFE icon
Pfizer
PFE
+$97.1K
5
MDLZ icon
Mondelez International
MDLZ
+$75.6K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.58M 6.43%
20,821
2
$8.16M 5.48%
18,969
-70
3
$4.76M 3.19%
20,420
-10
4
$4.48M 3.01%
9,183
+130
5
$4.38M 2.94%
131,875
-480
6
$3.86M 2.59%
32,962
-200
7
$3.49M 2.34%
11,460
-10
8
$3.45M 2.31%
20,289
-307
9
$3.12M 2.09%
18,813
-295
10
$2.64M 1.77%
12,541
-5
11
$2.5M 1.68%
54,809
12
$2.48M 1.66%
43,909
-480
13
$2.46M 1.65%
9,072
14
$2.33M 1.57%
28,899
-350
15
$2.29M 1.54%
7,587
-10
16
$2.27M 1.52%
16,786
+1,060
17
$2.26M 1.52%
3,936
-5
18
$2.19M 1.47%
+5,400
19
$2.1M 1.41%
3,983
-35
20
$2.1M 1.41%
46,947
+26,135
21
$2.08M 1.4%
11,187
-20
22
$1.99M 1.33%
3,824
23
$1.8M 1.21%
10,401
24
$1.76M 1.18%
20,777
25
$1.75M 1.17%
10,785
-119
1
2 3 4 5