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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Sells

1 +$261K
2 +$256K
3 +$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
Kellanova
K
+$174K

Sector Composition

1 Financials 24.35%
2 Technology 15.87%
3 Healthcare 12.22%
4 Industrials 10.03%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.36M 0.63%
31,060
+750
52
$1.32M 0.61%
15,080
+2,400
53
$1.3M 0.6%
9,219
+755
54
$1.3M 0.6%
13,675
-535
55
$1.23M 0.57%
6,975
56
$1.22M 0.56%
5,321
+352
57
$1.2M 0.55%
13,084
58
$1.18M 0.54%
4,550
59
$1.18M 0.54%
25,368
+680
60
$1.17M 0.54%
19,951
-1,000
61
$1.13M 0.52%
4,745
-170
62
$1.02M 0.47%
12,755
63
$1.02M 0.47%
4,730
+195
64
$937K 0.43%
2,638
+35
65
$926K 0.43%
3,485
+95
66
$897K 0.41%
12,538
67
$809K 0.37%
7,945
-400
68
$791K 0.36%
15,094
+4,400
69
$789K 0.36%
9,537
-20
70
$765K 0.35%
8,945
71
$765K 0.35%
10,761
72
$764K 0.35%
15,900
-120
73
$757K 0.35%
3,556
74
$741K 0.34%
4,500
+600
75
$731K 0.34%
5,424
+92