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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.15%
33,795
-550
27
$1.71M 1.06%
31,718
+3,600
28
$1.7M 1.06%
12,930
-534
29
$1.69M 1.05%
54,430
-1,350
30
$1.68M 1.04%
28,325
-450
31
$1.62M 1.01%
25,730
+1,000
32
$1.55M 0.96%
30,020
-600
33
$1.43M 0.89%
19,270
-300
34
$1.4M 0.87%
17,425
+1,380
35
$1.4M 0.87%
10,053
-108
36
$1.34M 0.83%
43,892
+260
37
$1.34M 0.83%
26,129
+550
38
$1.27M 0.79%
40,211
-1,479
39
$1.24M 0.77%
18,636
-341
40
$1.23M 0.77%
25,166
-1,300
41
$1.21M 0.76%
18,992
+6,963
42
$1.19M 0.74%
13,214
-125
43
$1.16M 0.72%
30,725
-1,081
44
$1.13M 0.7%
29,000
+80
45
$1.13M 0.7%
17,634
-875
46
$1.12M 0.7%
18,848
+1,750
47
$1.12M 0.7%
26,110
+150
48
$1.09M 0.68%
24,566
-50
49
$1.05M 0.65%
24,868
+163
50
$1.02M 0.63%
10,500
+25
1
2
3 4 5