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
$176M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$531K 0.3%
2,111
+2,050
77
$514K 0.29%
10,397
-300
78
$512K 0.29%
16,470
79
$509K 0.29%
14,120
+2,250
80
$500K 0.28%
8,144
81
$477K 0.27%
5,239
82
$470K 0.27%
9,842
-848
83
$451K 0.26%
2,800
+770
84
$429K 0.24%
6,687
85
$425K 0.24%
3,211
-139
86
$392K 0.22%
6,896
+100
87
$390K 0.22%
11,821
88
$374K 0.21%
6,352
-200
89
$373K 0.21%
19,332
-1,274
90
$349K 0.2%
3,500
-660
91
$331K 0.19%
9,007
-765
92
$315K 0.18%
4,128
93
$314K 0.18%
4,673
+531
94
$313K 0.18%
5,370
95
$304K 0.17%
363
96
$299K 0.17%
2,865
97
$298K 0.17%
3,879
98
$268K 0.15%
3,925
99
$265K 0.15%
10,725
+1,600
100
$255K 0.15%
9,140
-620
2 3
4
5 6