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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.53%
14,117
-117
52
$1.15M 0.52%
17,509
-12
53
$1.12M 0.51%
31,451
-334
54
$1.12M 0.5%
16,484
-318
55
$1.08M 0.49%
2,310
-91
56
$1.08M 0.49%
363
57
$1.07M 0.49%
11,056
-726
58
$1.07M 0.48%
7,462
+511
59
$1.01M 0.46%
3,866
-91
60
$987K 0.45%
9,830
61
$975K 0.44%
2,928
+9
62
$956K 0.43%
19,515
-113
63
$953K 0.43%
1,906
-12
64
$952K 0.43%
9,494
-35
65
$936K 0.42%
10,272
-412
66
$929K 0.42%
1,093
-79
67
$925K 0.42%
22,283
-331
68
$885K 0.4%
3,911
-825
69
$883K 0.4%
11,714
-780
70
$870K 0.39%
3,593
-2
71
$835K 0.38%
13,202
-309
72
$793K 0.36%
57,937
73
$784K 0.35%
8,874
-300
74
$768K 0.35%
5,440
75
$758K 0.34%
4,383
-1,916
1 2
3
4 5