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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$727K 0.34%
8,449
+727
77
$724K 0.34%
22,314
-40
78
$719K 0.33%
9,506
-3
79
$716K 0.33%
15,000
-4,000
80
$712K 0.33%
3,033
81
$694K 0.32%
18,495
-333
82
$670K 0.31%
2,713
83
$668K 0.31%
5,095
-6
84
$645K 0.3%
2,828
-354
85
$644K 0.3%
4,767
-12
86
$642K 0.3%
2,841
-79
87
$622K 0.29%
3,082
88
$584K 0.27%
1,123
89
$571K 0.26%
7,489
-145
90
$571K 0.26%
1,391
-30
91
$556K 0.26%
4,619
92
$549K 0.25%
2,343
-105
93
$536K 0.25%
4,254
-65
94
$533K 0.25%
4,592
-3
95
$532K 0.25%
3,144
-15
96
$515K 0.24%
2,242
97
$487K 0.23%
21,402
-355
98
$482K 0.22%
3,869
99
$464K 0.22%
4,075
100
$440K 0.2%
4,840
2 3
4
5 6