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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$179K
2
+$34.6K
3
+$34.5K
4
ADBE icon
Adobe
ADBE
+$31K
5
ETN icon
Eaton
ETN
+$30.6K

Top Sells

1
+$767K
2
+$388K
3
+$248K
4
OTIS icon
Otis Worldwide
OTIS
+$246K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$813K 0.35%
16,514
77
$807K 0.35%
6,060
78
$799K 0.35%
23,728
-1,154
79
$798K 0.35%
57,937
80
$796K 0.35%
19,000
-2,000
81
$795K 0.34%
9,294
-144
82
$774K 0.34%
1,771
-32
83
$737K 0.32%
27,193
84
$730K 0.32%
5,533
-42
85
$721K 0.31%
1,358
-39
86
$718K 0.31%
3,083
-38
87
$684K 0.3%
8,886
88
$657K 0.28%
13,073
89
$638K 0.28%
5,580
-225
90
$627K 0.27%
5,162
91
$620K 0.27%
4,878
-124
92
$620K 0.27%
3,459
+57
93
$619K 0.27%
2,677
-355
94
$618K 0.27%
2,775
95
$615K 0.27%
2,931
96
$563K 0.24%
2,838
-100
97
$535K 0.23%
1,720
+12
98
$526K 0.23%
5,594
99
$520K 0.23%
6,588
+110
100
$504K 0.22%
4,343
2 3
4
5 6