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
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
McDonald's
MCD
+$188K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
100
227
$10K 0.01%
66
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$9K 0.01%
136
229
$9K 0.01%
600
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200
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$9K 0.01%
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232
$9K 0.01%
50
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$8K ﹤0.01%
226
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$8K ﹤0.01%
337
235
$8K ﹤0.01%
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$8K ﹤0.01%
100
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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47
248
$7K ﹤0.01%
218
249
$7K ﹤0.01%
254
250
$7K ﹤0.01%
350
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