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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.99%
19,827
-1,025
27
$2.14M 0.97%
9,376
-530
28
$2.08M 0.94%
6,052
-477
29
$1.93M 0.87%
4,269
-400
30
$1.9M 0.86%
26,822
-8
31
$1.88M 0.85%
7,288
-122
32
$1.87M 0.85%
39,352
-1,658
33
$1.87M 0.84%
3,703
-140
34
$1.84M 0.83%
13,018
-390
35
$1.83M 0.83%
17,633
-433
36
$1.83M 0.83%
3,288
-139
37
$1.81M 0.82%
43,962
-1,019
38
$1.61M 0.73%
8,826
-68
39
$1.6M 0.73%
57,378
-18,385
40
$1.57M 0.71%
20,198
-829
41
$1.48M 0.67%
4,729
+40
42
$1.42M 0.64%
8,401
-26
43
$1.4M 0.63%
20,588
-906
44
$1.4M 0.63%
23,245
+2,208
45
$1.39M 0.63%
16,210
-803
46
$1.39M 0.63%
21,809
-2,454
47
$1.25M 0.57%
8,037
-16
48
$1.23M 0.56%
3,284
-65
49
$1.21M 0.55%
1,537
-123
50
$1.19M 0.54%
5,062
-300
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2
3 4 5