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
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$201K
3
+$110K
4
ASML icon
ASML
ASML
+$92.2K
5
PANW icon
Palo Alto Networks
PANW
+$71.6K

Top Sells

1
+$1.55M
2
+$1.26M
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$739K
5
GS icon
Goldman Sachs
GS
+$702K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALLE icon
226
Allegion
ALLE
$14.4B
$9.51K ﹤0.01%
66
WTRG icon
227
Essential Utilities
WTRG
$11.2B
$9.28K ﹤0.01%
250
EMN icon
228
Eastman Chemical
EMN
$7.01B
$9.26K ﹤0.01%
124
LYB icon
229
LyondellBasell Industries
LYB
$13.9B
$9.14K ﹤0.01%
158
CLX icon
230
Clorox
CLX
$12.8B
$9K ﹤0.01%
75
VEU icon
231
Vanguard FTSE All-World ex-US ETF
VEU
$51.9B
$8.07K ﹤0.01%
120
SOLV icon
232
Solventum
SOLV
$12.7B
$7.51K ﹤0.01%
99
-25
ZBH icon
233
Zimmer Biomet
ZBH
$17.6B
$7.3K ﹤0.01%
80
YUMC icon
234
Yum China
YUMC
$16.6B
$7.15K ﹤0.01%
160
FDBC icon
235
Fidelity D&D Bancorp
FDBC
$255M
$6.72K ﹤0.01%
146
CHTR icon
236
Charter Communications
CHTR
$27.1B
$6.54K ﹤0.01%
16
KLG
237
DELISTED
WK Kellogg Co
KLG
$5.98K ﹤0.01%
375
WBA
238
DELISTED
Walgreens Boots Alliance
WBA
$5.74K ﹤0.01%
500
VTRS icon
239
Viatris
VTRS
$12.2B
$5.51K ﹤0.01%
618
F icon
240
Ford
F
$52.8B
$5.42K ﹤0.01%
500
AZN icon
241
AstraZeneca
AZN
$273B
$4.33K ﹤0.01%
62
-8
OTIS icon
242
Otis Worldwide
OTIS
$35.2B
$3.96K ﹤0.01%
40
VLTO icon
243
Veralto
VLTO
$24.4B
$2.62K ﹤0.01%
26
EPP icon
244
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
$2.47K ﹤0.01%
50
WAB icon
245
Wabtec
WAB
$35.7B
$2.3K ﹤0.01%
11
MVST icon
246
Microvast
MVST
$1.51B
$1.81K ﹤0.01%
500
JRS icon
247
Nuveen Real Estate Income Fund
JRS
$233M
$1.55K ﹤0.01%
200
KD icon
248
Kyndryl
KD
$5.97B
$1.38K ﹤0.01%
33
OPAL icon
249
OPAL Fuels
OPAL
$61.5M
$1.21K ﹤0.01%
500
CC icon
250
Chemours
CC
$1.87B
$1.1K ﹤0.01%
96
-35
7 8 9
10
11