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
$196M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$208K
3
+$193K
4
IBM icon
IBM
IBM
+$191K
5
ABBV icon
AbbVie
ABBV
+$169K

Top Sells

1
+$531K
2
+$325K
3
+$253K
4
JNJ icon
Johnson & Johnson
JNJ
+$155K
5
AMGN icon
Amgen
AMGN
+$124K

Sector Composition

1 Financials 25.55%
2 Technology 12.08%
3 Healthcare 11.72%
4 Industrials 10.72%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$614K 0.31%
57,937
77
$559K 0.29%
9,722
-675
78
$536K 0.27%
2,950
+150
79
$535K 0.27%
16,470
80
$522K 0.27%
7,894
-250
81
$514K 0.26%
9,842
82
$499K 0.26%
3,136
-75
83
$475K 0.24%
8,346
+1,450
84
$474K 0.24%
5,200
-39
85
$450K 0.23%
3,900
+400
86
$445K 0.23%
5,800
-887
87
$393K 0.2%
6,052
-300
88
$382K 0.2%
8,877
-130
89
$382K 0.2%
6,101
+731
90
$372K 0.19%
363
91
$371K 0.19%
6,300
+1,520
92
$367K 0.19%
2,865
93
$365K 0.19%
11,821
94
$350K 0.18%
4,128
95
$344K 0.18%
18,962
-370
96
$334K 0.17%
3,879
97
$299K 0.15%
700
+100
98
$296K 0.15%
10,725
99
$287K 0.15%
3,300
-110
100
$283K 0.14%
8,740
-400
2 3
4
5 6