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
$196M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$208K
3
+$193K
4
IBM icon
IBM
IBM
+$191K
5
ABBV icon
AbbVie
ABBV
+$169K

Top Sells

1
+$531K
2
+$325K
3
+$253K
4
JNJ icon
Johnson & Johnson
JNJ
+$155K
5
AMGN icon
Amgen
AMGN
+$124K

Sector Composition

1 Financials 25.55%
2 Technology 12.08%
3 Healthcare 11.72%
4 Industrials 10.72%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.09%
44,818
+1,050
27
$2.13M 1.09%
51,380
-550
28
$2.11M 1.08%
16,275
-200
29
$2.06M 1.05%
25,948
-53
30
$2.05M 1.05%
37,980
-100
31
$1.93M 0.98%
10,083
+20
32
$1.82M 0.93%
50,091
-72
33
$1.8M 0.92%
23,770
-500
34
$1.77M 0.91%
36,632
-800
35
$1.75M 0.89%
8,705
36
$1.75M 0.89%
21,655
+2,100
37
$1.7M 0.87%
16,760
-165
38
$1.69M 0.86%
28,800
39
$1.64M 0.84%
23,995
-700
40
$1.63M 0.84%
30,413
+890
41
$1.59M 0.81%
19,903
-225
42
$1.53M 0.78%
20,610
-100
43
$1.5M 0.77%
8,956
-40
44
$1.49M 0.76%
28,850
-150
45
$1.45M 0.74%
17,808
-95
46
$1.44M 0.74%
7,725
-75
47
$1.44M 0.74%
54,740
+200
48
$1.42M 0.73%
11,590
-160
49
$1.42M 0.73%
29,384
-596
50
$1.36M 0.69%
26,250
-300
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2
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