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
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
McDonald's
MCD
+$188K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.6%
8,050
-1,200
52
$1.04M 0.59%
8,956
53
$1.02M 0.58%
5,500
-200
54
$988K 0.56%
11,463
+1,799
55
$966K 0.55%
16,508
+746
56
$912K 0.52%
4,975
57
$904K 0.51%
16,750
-5,250
58
$891K 0.51%
14,200
-600
59
$880K 0.5%
12,620
-100
60
$863K 0.49%
10,675
61
$856K 0.49%
17,800
-800
62
$853K 0.48%
10,169
-66
63
$829K 0.47%
8,401
-50
64
$813K 0.46%
57,937
65
$810K 0.46%
19,908
66
$796K 0.45%
10,930
-100
67
$777K 0.44%
44,728
68
$727K 0.41%
6,650
-700
69
$697K 0.4%
13,930
-25
70
$658K 0.37%
12,970
-240
71
$656K 0.37%
5,908
72
$634K 0.36%
5,395
73
$620K 0.35%
9,772
-200
74
$618K 0.35%
21,706
75
$607K 0.34%
6,626
1 2
3
4 5