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
$196M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$208K
3
+$193K
4
IBM icon
IBM
IBM
+$191K
5
ABBV icon
AbbVie
ABBV
+$169K

Top Sells

1
+$531K
2
+$325K
3
+$253K
4
JNJ icon
Johnson & Johnson
JNJ
+$155K
5
AMGN icon
Amgen
AMGN
+$124K

Sector Composition

1 Financials 25.55%
2 Technology 12.08%
3 Healthcare 11.72%
4 Industrials 10.72%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.63%
11,628
-235
52
$1.19M 0.61%
24,610
53
$1.18M 0.6%
22,013
-600
54
$1.17M 0.6%
13,039
-133
55
$1.16M 0.59%
11,075
-50
56
$1.1M 0.56%
9,876
+400
57
$1.06M 0.54%
13,100
58
$1.06M 0.54%
21,319
-250
59
$977K 0.5%
14,625
60
$966K 0.49%
19,402
-6,524
61
$959K 0.49%
6,000
62
$950K 0.49%
9,986
63
$917K 0.47%
30,500
-8,400
64
$912K 0.47%
4,800
-650
65
$901K 0.46%
16,721
+107
66
$858K 0.44%
12,857
-123
67
$835K 0.43%
9,448
+500
68
$715K 0.37%
10,430
-200
69
$706K 0.36%
8,938
+250
70
$656K 0.34%
5,295
71
$653K 0.33%
14,970
+850
72
$648K 0.33%
4,050
-50
73
$638K 0.33%
41,520
74
$634K 0.32%
10,600
75
$623K 0.32%
17,431
-561
1 2
3
4 5