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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.63%
18,760
52
$965K 0.6%
24,588
-100
53
$945K 0.59%
12,020
-50
54
$928K 0.58%
17,210
+30
55
$917K 0.57%
20,890
-100
56
$873K 0.54%
8,956
-110
57
$849K 0.53%
11,460
-300
58
$812K 0.51%
12,857
+3,091
59
$799K 0.5%
10,675
-1,100
60
$776K 0.48%
5,375
-100
61
$759K 0.47%
4,550
62
$752K 0.47%
15,800
-37
63
$745K 0.46%
44,408
64
$713K 0.44%
57,937
65
$698K 0.43%
9,585
-107
66
$688K 0.43%
7,800
-100
67
$678K 0.42%
5,370
+523
68
$671K 0.42%
9,197
+46
69
$657K 0.41%
7,076
+29
70
$634K 0.39%
14,573
-27
71
$628K 0.39%
15,000
72
$617K 0.38%
7,710
+114
73
$597K 0.37%
16,250
-100
74
$580K 0.36%
5,963
+43
75
$517K 0.32%
5,989
-111
1 2
3
4 5