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
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.35M
3
+$580K
4
BMY icon
Bristol-Myers Squibb
BMY
+$430K
5
RTX icon
RTX Corp
RTX
+$424K

Top Sells

1
+$5.05M
2
+$1.66M
3
+$1.54M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$614K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$555K 0.33%
10,726
+3,770
77
$533K 0.32%
20,151
+8,295
78
$519K 0.31%
20,235
-140
79
$485K 0.29%
6,126
+711
80
$454K 0.27%
5,639
-461
81
$449K 0.27%
4,945
-221
82
$430K 0.26%
3,950
-1,000
83
$393K 0.23%
4,050
-200
84
$392K 0.23%
16,320
-2,700
85
$371K 0.22%
2,865
86
$346K 0.21%
11,493
+1,788
87
$342K 0.2%
2,664
-1,565
88
$333K 0.2%
4,284
+2,828
89
$330K 0.2%
10,740
-2,200
90
$324K 0.19%
6,463
+200
91
$319K 0.19%
11,420
92
$310K 0.18%
3,725
-325
93
$306K 0.18%
4,600
+2,232
94
$283K 0.17%
5,370
-1,450
95
$277K 0.17%
3,350
+3,250
96
$276K 0.16%
2,328
-216
97
$231K 0.14%
5,821
+2,150
98
$227K 0.14%
3,652
+250
99
$219K 0.13%
2,088
-50
100
$217K 0.13%
3,235
+900
2 3
4
5 6