PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
This Quarter Return
-2.31%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$151M
AUM Growth
+$151M
(-1.3%)
Cap. Flow
+$6.12M
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
37.1%
Holding
349
New
8
Increased
44
Reduced
39
Closed
17
Top Buys
| 1 |
Visa
V
|
$3.71M |
| 2 |
Procter & Gamble
PG
|
$244K |
| 3 |
AT&T
T
|
$237K |
| 4 |
RTX Corp
RTX
|
$225K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$220K |
Top Sells
| 1 |
Western Union
WU
|
$167K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$86.6K |
| 3 |
Medtronic
MDT
|
$78K |
| 4 |
Occidental Petroleum
OXY
|
$73K |
| 5 |
Vodafone
VOD
|
$65.8K |
Sector Composition
| 1 | Financials | 23.6% |
| 2 | Consumer Staples | 12.47% |
| 3 | Healthcare | 11.92% |
| 4 | Industrials | 11.47% |
| 5 | Technology | 10.43% |
