PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
12
277
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42
278
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279
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350
280
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31
281
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41
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268
283
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74
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100
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297
$3K ﹤0.01%
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+55
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$3K ﹤0.01%
10
300
$3K ﹤0.01%
100
10 11
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