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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.64%
8,725
+50
52
$1.61M 0.63%
4,220
+1,145
53
$1.5M 0.58%
8,523
54
$1.49M 0.58%
22,064
-895
55
$1.43M 0.56%
27,791
56
$1.42M 0.55%
5,740
-400
57
$1.4M 0.55%
4,174
+625
58
$1.36M 0.53%
20,524
59
$1.35M 0.53%
12,885
60
$1.31M 0.51%
11,251
+450
61
$1.13M 0.44%
3,183
-40
62
$1.09M 0.42%
3,655
-135
63
$1.07M 0.42%
4,580
64
$1.07M 0.42%
22,212
-180
65
$1.05M 0.41%
21,891
-100
66
$1M 0.39%
26,000
-14,000
67
$998K 0.39%
11,603
68
$989K 0.38%
7,403
-484
69
$970K 0.38%
3,750
70
$909K 0.35%
4,041
-1,030
71
$841K 0.33%
10,421
72
$841K 0.33%
7,015
-40
73
$820K 0.32%
16,289
+865
74
$794K 0.31%
8,357
-100
75
$788K 0.31%
14,037
-6,600
1 2
3
4 5