PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+4.66%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$176M
AUM Growth
+$5.5M
(+3.2%)
Cap. Flow
-$1.38M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
34.58%
Holding
354
New
3
Increased
15
Reduced
71
Closed
5
Top Buys
| 1 |
DuPont de Nemours
DD
|
$4.15M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$287K |
| 3 |
General Mills
GIS
|
$155K |
| 4 |
Analog Devices
ADI
|
$155K |
| 5 |
GE Aerospace
GE
|
$94.3K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$3.8M |
| 2 |
COL
Rockwell Collins
COL
|
$445K |
| 3 |
Sysco
SYY
|
$283K |
| 4 |
3M
MMM
|
$189K |
| 5 |
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% |
