PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.35M
3 +$580K
4
BMY icon
Bristol-Myers Squibb
BMY
+$430K
5
RTX icon
RTX Corp
RTX
+$424K

Top Sells

1 +$5.05M
2 +$1.66M
3 +$1.54M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$614K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$9K 0.01%
319
+275
227
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+5
228
$9K 0.01%
136
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+600
230
$8K ﹤0.01%
100
-14
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$8K ﹤0.01%
+401
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$8K ﹤0.01%
337
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117
234
$8K ﹤0.01%
+87
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$8K ﹤0.01%
50
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47
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300
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$8K ﹤0.01%
+267
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$8K ﹤0.01%
68
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$7K ﹤0.01%
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$7K ﹤0.01%
76
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$7K ﹤0.01%
+139
246
$7K ﹤0.01%
+200
247
$7K ﹤0.01%
400
+300
248
$7K ﹤0.01%
100
-52
249
$7K ﹤0.01%
173
250
$7K ﹤0.01%
+217