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
201
$26K 0.02%
431
202
$26K 0.02%
273
203
$26K 0.02%
300
204
$25K 0.02%
368
205
$24K 0.02%
263
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$24K 0.02%
234
207
$24K 0.02%
400
208
$23K 0.02%
540
209
$23K 0.02%
210
210
$23K 0.02%
400
211
$23K 0.02%
500
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$22K 0.02%
110
-11
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$22K 0.02%
+150
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$21K 0.02%
100
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80
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9
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500
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$21K 0.02%
300
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$20K 0.02%
357
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$20K 0.02%
400
222
$20K 0.02%
150
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$19K 0.02%
+194
224
$19K 0.02%
356
225
$18K 0.02%
80