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
$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
26
$1.96M 1.17%
36,018
+7,900
27
$1.76M 1.05%
+42,183
28
$1.73M 1.03%
31,044
+6,428
29
$1.68M 1%
29,720
-900
30
$1.61M 0.96%
26,920
-7,425
31
$1.59M 0.95%
24,380
-350
32
$1.55M 0.93%
12,914
-425
33
$1.53M 0.91%
19,720
+150
34
$1.4M 0.84%
16,700
+655
35
$1.37M 0.81%
15,555
-3,422
36
$1.36M 0.81%
27,279
+1,700
37
$1.35M 0.81%
+24,648
38
$1.31M 0.78%
31,600
+2,680
39
$1.29M 0.77%
38,225
-3,465
40
$1.29M 0.77%
25,010
-950
41
$1.28M 0.76%
9,433
+33
42
$1.27M 0.76%
18,038
+6,009
43
$1.26M 0.75%
39,332
-4,300
44
$1.17M 0.7%
19,241
+2,143
45
$1.16M 0.69%
22,300
-4,166
46
$1.12M 0.67%
25,088
+400
47
$1.12M 0.67%
30,975
-831
48
$1.11M 0.66%
19,060
+300
49
$1.04M 0.62%
9,300
-1,175
50
$1.04M 0.62%
17,634
-875
1
2
3 4 5