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
$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
26
$2.1M 1.19%
184,200
-8,200
27
$1.98M 1.12%
58,216
-300
28
$1.77M 1.01%
29,620
-100
29
$1.75M 0.99%
41,759
-337
30
$1.69M 0.96%
30,605
-300
31
$1.68M 0.95%
12,464
-400
32
$1.65M 0.94%
26,295
-500
33
$1.64M 0.93%
21,320
+300
34
$1.56M 0.89%
32,600
-1,000
35
$1.47M 0.84%
15,430
-200
36
$1.44M 0.82%
16,800
-75
37
$1.43M 0.81%
39,032
-600
38
$1.41M 0.8%
9,308
-25
39
$1.36M 0.77%
27,679
+200
40
$1.35M 0.76%
25,110
-300
41
$1.33M 0.75%
39,550
42
$1.32M 0.75%
18,038
43
$1.21M 0.68%
21,851
44
$1.21M 0.68%
23,300
+3,000
45
$1.21M 0.68%
4,744
46
$1.21M 0.68%
31,675
-100
47
$1.19M 0.67%
22,228
-100
48
$1.15M 0.65%
18,822
-210
49
$1.15M 0.65%
23,788
-1,300
50
$1.07M 0.6%
19,860
+300
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