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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.6%
22,988
-900
52
$1.02M 0.59%
11,244
-131
53
$995K 0.57%
16,295
-319
54
$992K 0.57%
4,975
55
$978K 0.56%
18,822
56
$971K 0.56%
16,200
-50
57
$939K 0.54%
9,351
+850
58
$938K 0.54%
5,500
59
$899K 0.51%
21,544
+1,636
60
$858K 0.49%
13,200
-1,000
61
$848K 0.49%
10,325
-250
62
$790K 0.45%
13,330
63
$782K 0.45%
12,070
-200
64
$780K 0.45%
10,069
-100
65
$779K 0.45%
57,937
66
$769K 0.44%
10,730
-200
67
$746K 0.43%
6,575
-75
68
$660K 0.38%
4,250
69
$636K 0.36%
44,728
70
$636K 0.36%
6,626
71
$610K 0.35%
9,797
+25
72
$589K 0.34%
7,663
73
$584K 0.33%
5,295
74
$579K 0.33%
20,806
-200
75
$568K 0.32%
10,600
-11,251
1 2
3
4 5