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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.64K ﹤0.01%
200
227
$9.56K ﹤0.01%
200
-34
228
$9.08K ﹤0.01%
250
-1,000
229
$8.95K ﹤0.01%
38
230
$8.62K ﹤0.01%
+66
231
$8.56K ﹤0.01%
+86
232
$8.45K ﹤0.01%
+80
233
$7.71K ﹤0.01%
+160
234
$7.12K ﹤0.01%
146
235
$6.89K ﹤0.01%
120
236
$6.74K ﹤0.01%
375
237
$5.48K ﹤0.01%
+16
238
$5.04K ﹤0.01%
77
239
$4.95K ﹤0.01%
500
240
$4.67K ﹤0.01%
500
-100
241
$3.7K ﹤0.01%
40
-10
242
$2.65K ﹤0.01%
26
243
$2.21K ﹤0.01%
131
244
$2.19K ﹤0.01%
50
245
$2.11K ﹤0.01%
62
246
$2.08K ﹤0.01%
11
-25
247
$1.73K ﹤0.01%
200
248
$1.7K ﹤0.01%
500
249
$1.4K ﹤0.01%
217
-15
250
$1.2K ﹤0.01%
40
7 8 9
10
11