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
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
64
327
$2K ﹤0.01%
78
328
$2K ﹤0.01%
55
329
$2K ﹤0.01%
100
330
$2K ﹤0.01%
22
331
$2K ﹤0.01%
31
332
$2K ﹤0.01%
50
333
$2K ﹤0.01%
+229
334
$2K ﹤0.01%
143
335
$2K ﹤0.01%
32
336
$2K ﹤0.01%
300
337
$2K ﹤0.01%
78
338
$2K ﹤0.01%
19
339
$2K ﹤0.01%
25
340
$2K ﹤0.01%
60
341
$2K ﹤0.01%
74
342
$2K ﹤0.01%
+20
343
$1K ﹤0.01%
100
344
$1K ﹤0.01%
100
345
$1K ﹤0.01%
13
346
$1K ﹤0.01%
30
347
$1K ﹤0.01%
75
348
$1K ﹤0.01%
100
349
$1K ﹤0.01%
41
350
$1K ﹤0.01%
12
-46
12 13
14
15 16