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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.59%
4,850
+50
52
$1.24M 0.57%
13,911
-42
53
$1.16M 0.54%
363
54
$1.16M 0.54%
43,732
-2,352
55
$1.14M 0.53%
20,226
-255
56
$1.1M 0.51%
2,272
-15
57
$1.05M 0.49%
2,908
-10
58
$1.05M 0.49%
19,582
-33
59
$1.05M 0.49%
3,991
60
$1.01M 0.47%
9,335
-43
61
$995K 0.46%
1,086
62
$990K 0.46%
16,584
-870
63
$953K 0.44%
1,769
-67
64
$927K 0.43%
4,219
-68
65
$882K 0.41%
3,793
-42
66
$879K 0.41%
10,267
-2
67
$867K 0.4%
12,350
-24
68
$864K 0.4%
11,417
-156
69
$856K 0.4%
57,937
70
$830K 0.38%
13,021
-85
71
$810K 0.38%
4,978
-5
72
$809K 0.37%
2,765
-203
73
$791K 0.37%
2,504
74
$784K 0.36%
6,774
-10
75
$728K 0.34%
8,652
-13
1 2
3
4 5