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
$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
351
$0 ﹤0.01%
240
352
– –
-100
353
– –
-500
354
– –
-1,500
355
$0 ﹤0.01%
+2
356
– –
-300
357
– –
-3
358
$0 ﹤0.01%
8
-14
359
– –
-76
360
– –
-85
361
$0 ﹤0.01%
+25
362
$0 ﹤0.01%
+5
363
$0 ﹤0.01%
12
364
– –
-28,775
365
– –
-45,225
366
– –
-127
367
– –
-3,702
368
– –
-1,096
369
– –
-1,146
370
– –
-245
371
– –
-1,000
372
– –
-500
373
– –
-100
374
$0 ﹤0.01%
46
11 12 13 14
15