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
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.14%
28,120
+250
27
$1.91M 1.08%
16,475
-350
28
$1.9M 1.08%
26,001
-629
29
$1.87M 1.06%
51,930
+1,850
30
$1.8M 1.02%
19,555
+150
31
$1.78M 1.01%
8,705
+350
32
$1.65M 0.94%
16,925
-50
33
$1.65M 0.94%
24,270
-1,200
34
$1.65M 0.94%
38,080
-500
35
$1.63M 0.92%
37,432
-200
36
$1.61M 0.92%
10,063
37
$1.56M 0.89%
50,163
+4,812
38
$1.49M 0.85%
28,800
-2,000
39
$1.48M 0.84%
24,695
+100
40
$1.46M 0.83%
20,128
-350
41
$1.39M 0.79%
29,523
-1,150
42
$1.38M 0.79%
29,980
-600
43
$1.37M 0.78%
11,750
44
$1.33M 0.76%
20,710
+300
45
$1.24M 0.71%
8,996
46
$1.2M 0.68%
17,903
-866
47
$1.19M 0.68%
54,540
-888
48
$1.17M 0.66%
7,800
-100
49
$1.17M 0.66%
26,550
-500
50
$1.14M 0.65%
13,172
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