PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$221M
1-Year Est. Return
17.86%
1 Year Est. Return
+17.86%
AUM
$202M
AUM Growth
-$5.83M
(-2.8%)
Holding
261
Top Buys
| 1 | +$2.26M | |
| 2 | +$201K | |
| 3 | +$110K | |
| 4 |
ASML
ASML
|
+$92.2K |
| 5 |
Palo Alto Networks
PANW
|
+$71.6K |
Top Sells
| 1 | +$1.55M | |
| 2 | +$1.26M | |
| 3 | +$962K | |
| 4 |
Microsoft
MSFT
|
+$739K |
| 5 |
Goldman Sachs
GS
|
+$702K |
Sector Composition
| 1 | Technology | 21.1% |
| 2 | Financials | 17.58% |
| 3 | Healthcare | 12.46% |
| 4 | Consumer Discretionary | 8.5% |
| 5 | Industrials | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Analog Devices
ADI
$114B
| $1.91M | 0.94% |
8,026
-1,079
|
|
||
27
Vanguard Small-Cap ETF
VB
$67.5B
| $1.86M | 0.92% |
7,852
-2,591
|
|
||
28
NextEra Energy
NEE
$177B
| $1.81M | 0.9% |
26,092
-600
|
|
||
29
Merck
MRK
$215B
| $1.8M | 0.89% |
22,778
+122
|
|
||
30
Home Depot
HD
$369B
| $1.77M | 0.87% |
4,822
-1,104
|
|
||
31
Meta Platforms (Facebook)
META
$1.59T
| $1.76M | 0.87% |
2,391
-641
|
|
||
32
Verizon
VZ
$168B
| $1.71M | 0.84% |
39,467
-3,011
|
|
||
33
Abbott
ABT
$220B
| $1.71M | 0.84% |
12,546
-592
|
|
||
34
Air Products & Chemicals
APD
$57.8B
| $1.67M | 0.83% |
5,935
-1,162
|
|
||
35
Southern Company
SO
$101B
| $1.66M | 0.82% |
18,102
-1,149
|
|
||
36
PNC Financial Services
PNC
$72.2B
| $1.49M | 0.74% |
7,981
-6
|
|
||
37
Qualcomm
QCOM
$184B
| $1.47M | 0.73% |
9,237
-2,731
|
|
||
38
Coca-Cola
KO
$303B
| $1.46M | 0.72% |
20,651
|
|
||
39
Utilities Select Sector SPDR Fund
XLU
$22B
| $1.36M | 0.67% |
16,687
-3,600
|
|
||
40
Enbridge
ENB
$104B
| $1.35M | 0.67% |
29,771
-782
|
|
||
41
AutoZone
AZO
$61.8B
| $1.35M | 0.67% |
363
|
|
||
42
Boeing
BA
$148B
| $1.31M | 0.65% |
6,233
-2,361
|
|
||
43
Blackrock
BLK
$168B
| $1.28M | 0.63% |
1,222
-300
|
|
||
44
Deere & Co
DE
$126B
| $1.25M | 0.62% |
2,468
-653
|
|
||
45
Morgan Stanley
MS
$262B
| $1.24M | 0.61% |
8,787
-1,528
|
|
||
46
IBM
IBM
$289B
| $1.2M | 0.59% |
4,084
-15
|
|
||
47
PepsiCo
PEP
$195B
| $1.2M | 0.59% |
9,062
-1,205
|
|
||
48
Vanguard Mid-Cap ETF
VO
$88.1B
| $1.2M | 0.59% |
4,276
+173
|
|
||
49
Amgen
AMGN
$172B
| $1.14M | 0.56% |
4,079
-771
|
|
||
50
Vanguard Real Estate ETF
VNQ
$33.8B
| $1.11M | 0.55% |
12,505
-1,406
|
|