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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$179K
2
+$34.6K
3
+$34.5K
4
ADBE icon
Adobe
ADBE
+$31K
5
ETN icon
Eaton
ETN
+$30.6K

Top Sells

1
+$767K
2
+$388K
3
+$248K
4
OTIS icon
Otis Worldwide
OTIS
+$246K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.98%
8,696
+1
27
$2.25M 0.97%
8,205
-59
28
$2.24M 0.97%
44,314
-25
29
$2.24M 0.97%
22,975
-68
30
$2.19M 0.95%
3,676
+52
31
$2.15M 0.93%
14,846
-35
32
$2.09M 0.91%
10,533
-50
33
$2.08M 0.9%
9,752
+131
34
$2.04M 0.89%
18,579
-90
35
$2.04M 0.88%
8,291
-337
36
$1.92M 0.83%
4,981
-6
37
$1.75M 0.76%
46,429
-666
38
$1.75M 0.76%
28,737
-226
39
$1.64M 0.71%
23,325
-257
40
$1.61M 0.7%
27,341
41
$1.6M 0.69%
4,000
-1
42
$1.58M 0.69%
30,825
-1,698
43
$1.52M 0.66%
14,443
44
$1.49M 0.65%
4,210
+25
45
$1.41M 0.61%
12,967
-72
46
$1.4M 0.61%
1,720
47
$1.38M 0.6%
8,403
+99
48
$1.37M 0.6%
21,697
+157
49
$1.37M 0.59%
4,745
+40
50
$1.34M 0.58%
18,456
-50
1
2
3 4 5