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
301
$3K ﹤0.01%
10
302
$3K ﹤0.01%
+175
303
$3K ﹤0.01%
+31
304
$3K ﹤0.01%
75
-29
305
$3K ﹤0.01%
+143
306
$3K ﹤0.01%
300
307
$3K ﹤0.01%
51
308
$3K ﹤0.01%
50
-26
309
$3K ﹤0.01%
37
310
$3K ﹤0.01%
+149
311
$3K ﹤0.01%
60
312
$3K ﹤0.01%
103
313
$3K ﹤0.01%
165
+65
314
$3K ﹤0.01%
74
315
$3K ﹤0.01%
80
316
$3K ﹤0.01%
111
317
$3K ﹤0.01%
75
-34
318
$3K ﹤0.01%
64
319
$3K ﹤0.01%
+89
320
$3K ﹤0.01%
+175
321
$2K ﹤0.01%
27
322
$2K ﹤0.01%
22
323
$2K ﹤0.01%
+30
324
$2K ﹤0.01%
+44
325
$2K ﹤0.01%
+200
11 12
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