PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
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
251
$1.14K ﹤0.01%
33
-150
252
$1.03K ﹤0.01%
500
253
$954 ﹤0.01%
100
254
$881 ﹤0.01%
205
255
$582 ﹤0.01%
8
256
$224 ﹤0.01%
8
257
$178 ﹤0.01%
100
258
$90 ﹤0.01%
10
259
$27 ﹤0.01%
1
260
– –
-16
261
– –
-39
262
– –
-3,111
263
– –
-1,000
7 8 9 10
11