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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$179K
2
+$34.6K
3
+$34.5K
4
ADBE icon
Adobe
ADBE
+$31K
5
ETN icon
Eaton
ETN
+$30.6K

Top Sells

1
+$767K
2
+$388K
3
+$248K
4
OTIS icon
Otis Worldwide
OTIS
+$246K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.56%
17,725
-151
52
$1.27M 0.55%
14,378
+7
53
$1.25M 0.54%
8,103
54
$1.24M 0.54%
2,728
+44
55
$1.2M 0.52%
20,737
+100
56
$1.19M 0.52%
33,115
-2,227
57
$1.17M 0.51%
4,487
-9
58
$1.11M 0.48%
11,872
-2
59
$1.1M 0.48%
11,305
-305
60
$1.05M 0.45%
6,449
+33
61
$1.03M 0.45%
5,346
62
$1.01M 0.44%
6,206
-126
63
$990K 0.43%
1,500
+10
64
$989K 0.43%
15,181
-30
65
$979K 0.42%
3,310
+71
66
$967K 0.42%
18,402
67
$959K 0.42%
21,872
68
$957K 0.42%
20,370
-160
69
$939K 0.41%
363
70
$906K 0.39%
3,834
-66
71
$902K 0.39%
10,757
+328
72
$869K 0.38%
3,734
+70
73
$861K 0.37%
6,043
+20
74
$840K 0.36%
5,343
-63
75
$827K 0.36%
9,830
1 2
3
4 5