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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.11K ﹤0.01%
119
227
$8.9K ﹤0.01%
45
228
$8.79K ﹤0.01%
+125
229
$7.04K ﹤0.01%
120
230
$6.78K ﹤0.01%
39
-11
231
$6.73K ﹤0.01%
1,000
232
$6.39K ﹤0.01%
146
233
$6.27K ﹤0.01%
500
234
$6.17K ﹤0.01%
375
-125
235
$6K ﹤0.01%
77
-23
236
$5.69K ﹤0.01%
36
237
$4.81K ﹤0.01%
50
238
$4.81K ﹤0.01%
183
-575
239
$2.95K ﹤0.01%
131
240
$2.48K ﹤0.01%
26
241
$2.34K ﹤0.01%
62
242
$2.15K ﹤0.01%
50
243
$2.04K ﹤0.01%
500
244
$1.53K ﹤0.01%
200
245
$1.21K ﹤0.01%
232
-8
246
$1.13K ﹤0.01%
205
247
$1.04K ﹤0.01%
40
248
$826 ﹤0.01%
100
249
$593 ﹤0.01%
8
250
$331 ﹤0.01%
8
7 8 9
10
11