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