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
$176M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.64%
29,000
+1,050
52
$1.13M 0.64%
24,610
-500
53
$1.06M 0.6%
5,450
54
$1.04M 0.59%
9,476
+50
55
$1.02M 0.58%
22,613
-1,500
56
$1.02M 0.58%
11,863
-366
57
$1.01M 0.57%
11,125
-500
58
$989K 0.56%
38,900
59
$941K 0.53%
25,926
-5,774
60
$916K 0.52%
14,625
-375
61
$890K 0.51%
16,614
-1,811
62
$863K 0.49%
21,569
+600
63
$862K 0.49%
13,100
64
$860K 0.49%
9,986
65
$810K 0.46%
12,980
-545
66
$787K 0.45%
6,000
-100
67
$633K 0.36%
10,630
68
$617K 0.35%
10,600
69
$612K 0.35%
4,100
70
$603K 0.34%
5,295
71
$597K 0.34%
8,948
72
$580K 0.33%
8,688
+125
73
$578K 0.33%
17,992
-1,402
74
$570K 0.32%
57,937
75
$548K 0.31%
41,520
-3,208
1 2
3
4 5