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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$758K 0.34%
19,059
-1,601
77
$752K 0.34%
19,198
-1,148
78
$749K 0.34%
12,614
-3,197
79
$733K 0.33%
19,000
80
$720K 0.33%
3,182
-5,109
81
$718K 0.32%
4,850
-328
82
$705K 0.32%
5,101
-11
83
$704K 0.32%
8,751
84
$692K 0.31%
2,898
-18
85
$687K 0.31%
24,854
-100
86
$666K 0.3%
3,104
-116
87
$666K 0.3%
3,121
-181
88
$643K 0.29%
1,720
89
$627K 0.28%
1,134
-76
90
$624K 0.28%
4,604
-275
91
$624K 0.28%
2,920
-11
92
$600K 0.27%
4,386
-539
93
$599K 0.27%
2,715
-5
94
$583K 0.26%
2,448
-101
95
$565K 0.26%
2,262
-156
96
$562K 0.25%
7,171
+2,574
97
$507K 0.23%
3,159
98
$501K 0.23%
3,881
-681
99
$497K 0.22%
4,343
100
$491K 0.22%
3,933
-845
2 3
4
5 6