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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.96%
39,053
-680
27
$2.45M 0.95%
39,359
-3,770
28
$2.32M 0.9%
19,759
29
$2.21M 0.86%
33,140
+2,120
30
$2.19M 0.85%
15,100
+20
31
$2.17M 0.85%
8,628
32
$2.13M 0.83%
22,885
-100
33
$2.12M 0.82%
26,957
-100
34
$2.08M 0.81%
17,759
-720
35
$2.04M 0.79%
10,167
36
$2.02M 0.79%
11,059
+455
37
$2M 0.78%
10,950
+200
38
$1.96M 0.76%
33,046
-635
39
$1.95M 0.76%
4,695
+180
40
$1.8M 0.7%
59,964
41
$1.8M 0.7%
23,495
-5,460
42
$1.78M 0.69%
20,473
43
$1.78M 0.69%
9,440
44
$1.77M 0.69%
45,418
45
$1.75M 0.68%
25,582
-500
46
$1.75M 0.68%
94,175
-1,845
47
$1.72M 0.67%
11,116
+50
48
$1.71M 0.67%
12,735
-120
49
$1.71M 0.66%
10,249
+720
50
$1.66M 0.64%
8,235
-45
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2
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