PSB

Piscataqua Savings Bank Portfolio holdings

AUM $120M
1-Year Est. Return 16.25%
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$175K
2
+$44K
3
+$42.1K
4
MTB icon
M&T Bank
MTB
+$22K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$19K

Top Sells

1
+$110K
2
+$86.8K
3
+$71.5K
4
PEP icon
PepsiCo
PEP
+$68.5K
5
GE icon
GE Aerospace
GE
+$67.2K

Sector Composition

1 Technology 23.32%
2 Financials 16.37%
3 Healthcare 14.57%
4 Industrials 10.1%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
134
302
$5K ﹤0.01%
64
303
$5K ﹤0.01%
13
304
$4K ﹤0.01%
+70
305
$4K ﹤0.01%
+150
306
$4K ﹤0.01%
+1,000
307
$4K ﹤0.01%
+53
308
$4K ﹤0.01%
42
309
$4K ﹤0.01%
129
310
$4K ﹤0.01%
110
-100
311
$4K ﹤0.01%
74
312
$3K ﹤0.01%
+10
313
$3K ﹤0.01%
55
314
$3K ﹤0.01%
33
315
$3K ﹤0.01%
150
316
$3K ﹤0.01%
28
317
$3K ﹤0.01%
40
318
$3K ﹤0.01%
287
-69
319
$2K ﹤0.01%
20
320
$2K ﹤0.01%
22
321
$2K ﹤0.01%
24
322
$2K ﹤0.01%
+100
323
$2K ﹤0.01%
5
324
$2K ﹤0.01%
100
325
$2K ﹤0.01%
25
10 11 12
13
14