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
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.35M
3
+$580K
4
BMY icon
Bristol-Myers Squibb
BMY
+$430K
5
RTX icon
RTX Corp
RTX
+$424K

Top Sells

1
+$5.05M
2
+$1.66M
3
+$1.54M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$614K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
78
-25
277
$5K ﹤0.01%
+51
278
$5K ﹤0.01%
43
279
$5K ﹤0.01%
39
280
$5K ﹤0.01%
+104
281
$5K ﹤0.01%
37
282
$5K ﹤0.01%
+227
283
$5K ﹤0.01%
58
284
$4K ﹤0.01%
100
285
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+12
286
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+196
287
$4K ﹤0.01%
50
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+100
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268
290
$4K ﹤0.01%
+74
291
$4K ﹤0.01%
72
292
$4K ﹤0.01%
+57
293
$4K ﹤0.01%
100
294
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+27
295
$4K ﹤0.01%
+300
296
$4K ﹤0.01%
+244
297
$4K ﹤0.01%
+350
298
$4K ﹤0.01%
50
-55
299
$3K ﹤0.01%
78
-634
300
$3K ﹤0.01%
+294
10 11
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