PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
McDonald's
MCD
+$188K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.31%
20,095
77
$537K 0.3%
7,852
+4,200
78
$533K 0.3%
4,250
79
$527K 0.3%
8,197
80
$480K 0.27%
8,018
-637
81
$480K 0.27%
7,663
82
$472K 0.27%
18,120
+300
83
$438K 0.25%
5,639
84
$425K 0.24%
2,865
85
$385K 0.22%
11,113
-191
86
$377K 0.21%
10,740
87
$371K 0.21%
4,779
-166
88
$361K 0.2%
11,821
-1
89
$356K 0.2%
8,171
+1,350
90
$354K 0.2%
4,600
91
$333K 0.19%
4,128
-156
92
$325K 0.18%
5,370
93
$299K 0.17%
3,600
94
$287K 0.16%
3,725
95
$272K 0.15%
7,600
-1,500
96
$261K 0.15%
2,297
97
$242K 0.14%
1,790
98
$242K 0.14%
1,175
99
$233K 0.13%
4,400
100
$226K 0.13%
8,925
2 3
4
5 6