PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+4.64%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$153M
AUM Growth
+$5.23M
(+3.5%)
Cap. Flow
-$492K
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
38.26%
Holding
351
New
14
Increased
41
Reduced
54
Closed
10
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$257K |
| 2 |
AbbVie
ABBV
|
$200K |
| 3 |
Baxter International
BAX
|
$150K |
| 4 |
Johnson & Johnson
JNJ
|
$147K |
| 5 |
Oracle
ORCL
|
$139K |
Top Sells
| 1 |
PepsiCo
PEP
|
$506K |
| 2 |
Exxon Mobil
XOM
|
$272K |
| 3 |
Peoples Financial Services
PFIS
|
$226K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$154K |
| 5 |
McDonald's
MCD
|
$141K |
Sector Composition
| 1 | Financials | 24.91% |
| 2 | Consumer Staples | 12.52% |
| 3 | Industrials | 11.32% |
| 4 | Healthcare | 10.91% |
| 5 | Technology | 10.43% |
