PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
100
227
$8K 0.01%
+111
228
$8K 0.01%
80
229
$7K ﹤0.01%
296
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$7K ﹤0.01%
100
-1,019
231
$7K ﹤0.01%
+226
232
$7K ﹤0.01%
76
233
$7K ﹤0.01%
600
234
$7K ﹤0.01%
684
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$7K ﹤0.01%
47
236
$7K ﹤0.01%
222
237
$7K ﹤0.01%
68
238
$7K ﹤0.01%
+217
239
$6K ﹤0.01%
80
240
$6K ﹤0.01%
+85
241
$6K ﹤0.01%
41
242
$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
100
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$6K ﹤0.01%
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246
$6K ﹤0.01%
50
247
$6K ﹤0.01%
+118
248
$6K ﹤0.01%
165
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249
$6K ﹤0.01%
1,400
250
$6K ﹤0.01%
319
+275
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