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
351
$0 ﹤0.01%
5
352
$0 ﹤0.01%
12
353
-47,130
354
$0 ﹤0.01%
32
-2