test

JOHN TERRILL

@Peoples Bank Ks

Latest period2024 - Q4ReportedManaged Assets$144.571MTotal holdings317
Assets growth rate-3.01%Assets growth rate (2-Q avg)6.65%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peoples Bank Ks's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Peoples Bank Ks over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 144.571M in assets, with a quarterly growth rate of -3.01% and a 2-quarter average growth rate of 6.65%. The portfolio is managed by JOHN TERRILL, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDTMedtronic Plc
Recent Activity
Decreased -10.67%
0.58%
$828,666
10,374 shares@ $79.88 avg price
SNYSanofi Adr
Recent Activity
Decreased -2.04%
0.57%
$819,001
16,985 shares@ $48.22 avg price
XLRESelect Sector Spdr Tr Real Estate
Recent Activity
Decreased -62.44%
0.5%
$716,908
17,632 shares@ $40.66 avg price
CVSCvs Health Corporation
Recent Activity
Decreased -8.29%
0.47%
$669,741
14,923 shares@ $44.88 avg price
OMCOmnicom Group Inc Com
Recent Activity
Decreased -1.29%
0.46%
$657,339
7,640 shares@ $86.04 avg price
SBUXStarbucks Corporation
Recent Activity
Decreased -1.95%
0.45%
$641,477
7,030 shares@ $91.25 avg price
IFFInternational Flavors & Fragrances Inc
Recent Activity
Decreased -6.11%
0.43%
$612,288
7,242 shares@ $84.55 avg price
WTRGEssential Utils Inc Com
Recent Activity
Decreased -0.86%
0.42%
$597,142
16,446 shares@ $36.31 avg price
RTXRtx Corporation
Recent Activity
Decreased -11.48%
0.39%
$562,969
4,865 shares@ $115.72 avg price
EFAIshares Msci Eafe
Recent Activity
Decreased -1.6%
0.33%
$464,301
6,141 shares@ $75.61 avg price