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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$480K 0.3%
20,235
-140
77
$462K 0.29%
5,166
78
$458K 0.28%
19,020
79
$436K 0.27%
5,415
80
$429K 0.27%
2,215
-43
81
$422K 0.26%
4,950
82
$405K 0.25%
3,882
-347
83
$367K 0.23%
6,956
84
$342K 0.21%
4,050
-200
85
$329K 0.2%
6,263
86
$321K 0.2%
2,544
87
$310K 0.19%
10,650
-1,206
88
$309K 0.19%
6,170
-650
89
$304K 0.19%
10,940
-2,000
90
$302K 0.19%
3,750
-300
91
$286K 0.18%
2,865
92
$281K 0.17%
9,525
-356
93
$223K 0.14%
1,823
+23
94
$221K 0.14%
11,420
95
$216K 0.13%
2,088
-50
96
$212K 0.13%
2,679
+104
97
$210K 0.13%
910
-25
98
$208K 0.13%
3,235
+900
99
$201K 0.13%
3,402
100
$196K 0.12%
4,900
-400
2 3
4
5 6