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
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.35M
3
+$580K
4
BMY icon
Bristol-Myers Squibb
BMY
+$430K
5
RTX icon
RTX Corp
RTX
+$424K

Top Sells

1
+$5.05M
2
+$1.66M
3
+$1.54M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$614K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$991K 0.59%
22,328
-2,377
52
$949K 0.57%
8,956
-110
53
$939K 0.56%
8,276
+1,229
54
$929K 0.55%
11,895
-175
55
$882K 0.53%
44,728
+320
56
$862K 0.51%
57,937
57
$849K 0.51%
19,708
-1,282
58
$839K 0.5%
4,744
-8,720
59
$831K 0.5%
10,138
+2,542
60
$830K 0.49%
10,675
-1,100
61
$829K 0.49%
4,975
-500
62
$809K 0.48%
11,060
-700
63
$796K 0.47%
4,850
+300
64
$768K 0.46%
14,800
-1,037
65
$758K 0.45%
7,400
-500
66
$736K 0.44%
16,600
+1,600
67
$710K 0.42%
5,395
+548
68
$709K 0.42%
13,450
-3,730
69
$701K 0.42%
14,055
-545
70
$677K 0.4%
9,472
-294
71
$660K 0.39%
9,692
72
$639K 0.38%
5,658
-262
73
$602K 0.36%
15,025
-1,325
74
$580K 0.35%
+7,068
75
$563K 0.34%
8,897
-254
1 2
3
4 5