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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.01%
3,686
-78
27
$2.17M 1%
12,995
+283
28
$2.08M 0.96%
7,177
-10
29
$1.97M 0.91%
34,341
-1,035
30
$1.96M 0.91%
3,347
-127
31
$1.93M 0.9%
9,105
-113
32
$1.92M 0.89%
26,822
33
$1.86M 0.86%
12,083
-96
34
$1.7M 0.79%
42,478
-527
35
$1.61M 0.75%
19,551
-37
36
$1.56M 0.72%
10,267
-1,075
37
$1.56M 0.72%
1,522
38
$1.54M 0.71%
7,987
-50
39
$1.53M 0.71%
3,451
+121
40
$1.53M 0.71%
20,187
-5
41
$1.52M 0.7%
8,566
-327
42
$1.5M 0.69%
13,238
-300
43
$1.49M 0.69%
7,819
-19
44
$1.44M 0.67%
15,946
-512
45
$1.39M 0.65%
14,404
-77
46
$1.37M 0.63%
23,213
-32
47
$1.36M 0.63%
10,815
-20
48
$1.32M 0.61%
3,121
-139
49
$1.3M 0.6%
30,593
-552
50
$1.29M 0.6%
20,651
-937
1
2
3 4 5