PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.47M
3
+$838K
4
NVDA icon
NVIDIA
NVDA
+$398K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$394K

Top Sells

1
+$998K
2
+$795K
3
+$488K
4
MSFT icon
Microsoft
MSFT
+$233K
5
GS icon
Goldman Sachs
GS
+$136K

Sector Composition

1 Technology 21.51%
2 Financials 16.19%
3 Healthcare 12.1%
4 Consumer Discretionary 8.3%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$283B
$1.15M 0.52%
4,059
-25
RTX icon
52
RTX Corp
RTX
$226B
$1.13M 0.51%
6,774
VNQ icon
53
Vanguard Real Estate ETF
VNQ
$34.1B
$1.13M 0.51%
12,388
-117
VOO icon
54
Vanguard S&P 500 ETF
VOO
$803B
$1.1M 0.5%
1,797
-2
D icon
55
Dominion Energy
D
$51.3B
$1.1M 0.5%
17,930
-679
CAT icon
56
Caterpillar
CAT
$277B
$1.08M 0.49%
2,257
+55
WMT icon
57
Walmart
WMT
$912B
$1.06M 0.48%
10,263
+1,273
PFE icon
58
Pfizer
PFE
$145B
$1.02M 0.46%
40,195
-169
ADBE icon
59
Adobe
ADBE
$137B
$980K 0.44%
2,778
-1
VXUS icon
60
Vanguard Total International Stock ETF
VXUS
$112B
$971K 0.44%
13,223
VWO icon
61
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$957K 0.43%
17,659
+15,472
MDLZ icon
62
Mondelez International
MDLZ
$72.3B
$955K 0.43%
15,284
IVV icon
63
iShares Core S&P 500 ETF
IVV
$733B
$946K 0.43%
1,414
+588
WFC icon
64
Wells Fargo
WFC
$280B
$944K 0.43%
11,269
-470
FNB icon
65
FNB Corp
FNB
$6.06B
$933K 0.42%
57,937
LMT icon
66
Lockheed Martin
LMT
$103B
$931K 0.42%
1,865
-26
XLC icon
67
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$921K 0.42%
7,779
-4
BMY icon
68
Bristol-Myers Squibb
BMY
$104B
$896K 0.4%
19,872
-279
NVDA icon
69
NVIDIA
NVDA
$4.36T
$888K 0.4%
4,757
+2,132
XLB icon
70
State Street Materials Select Sector SPDR ETF
XLB
$5.15B
$832K 0.38%
9,288
+1,036
AMAT icon
71
Applied Materials
AMAT
$214B
$814K 0.37%
3,974
+576
NSC icon
72
Norfolk Southern
NSC
$66B
$810K 0.37%
2,698
-35
PPL icon
73
PPL Corp
PPL
$25.8B
$800K 0.36%
21,528
-436
NKE icon
74
Nike
NKE
$97B
$791K 0.36%
11,342
+113
PM icon
75
Philip Morris
PM
$236B
$744K 0.34%
4,589
-30
1 2
3
4 5