PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+2.49%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$161M
AUM Growth
-$1.18M
(-0.73%)
Cap. Flow
-$4.67M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
35.43%
Holding
344
New
41
Increased
43
Reduced
84
Closed
13
Top Buys
| 1 |
RTX Corp
RTX
|
$445K |
| 2 |
3M
MMM
|
$242K |
| 3 |
Altria Group
MO
|
$195K |
| 4 |
Bristol-Myers Squibb
BMY
|
$194K |
| 5 |
FMC
FMC
|
$119K |
Top Sells
| 1 |
NBT Bancorp
NBTB
|
$4.48M |
| 2 |
PepsiCo
PEP
|
$146K |
| 3 |
Apple
AAPL
|
$140K |
| 4 |
Johnson & Johnson
JNJ
|
$136K |
| 5 |
Peoples Financial Services
PFIS
|
$122K |
Sector Composition
| 1 | Financials | 22.47% |
| 2 | Consumer Staples | 12.99% |
| 3 | Healthcare | 12.2% |
| 4 | Industrials | 11.65% |
| 5 | Technology | 10.48% |
