PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+5.1%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$162M
AUM Growth
+$1.18M
(+0.73%)
Cap. Flow
+$3.81M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
37.06%
Holding
344
New
13
Increased
84
Reduced
45
Closed
41
Top Buys
| 1 |
NBT Bancorp
NBTB
|
$3.9M |
| 2 |
PepsiCo
PEP
|
$142K |
| 3 |
Johnson & Johnson
JNJ
|
$140K |
| 4 |
Apple
AAPL
|
$119K |
| 5 |
Peoples Financial Services
PFIS
|
$117K |
Top Sells
| 1 |
RTX Corp
RTX
|
$449K |
| 2 |
Bristol-Myers Squibb
BMY
|
$265K |
| 3 |
3M
MMM
|
$240K |
| 4 |
Altria Group
MO
|
$213K |
| 5 |
FMC
FMC
|
$119K |
Sector Composition
| 1 | Financials | 23.35% |
| 2 | Consumer Staples | 13.06% |
| 3 | Healthcare | 12.29% |
| 4 | Industrials | 11.24% |
| 5 | Technology | 9.55% |
