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
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$500K
3
+$272K
4
ONTO icon
Onto Innovation
ONTO
+$109K
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$75.3K

Top Sells

1
+$1.08M
2
+$979K
3
+$551K
4
MSFT icon
Microsoft
MSFT
+$518K
5
MA icon
Mastercard
MA
+$292K

Sector Composition

1 Technology 18.38%
2 Financials 16.81%
3 Healthcare 14.06%
4 Consumer Discretionary 8.48%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
76
Philip Morris
PM
$246B
$733K 0.35%
4,619
AMAT icon
77
Applied Materials
AMAT
$179B
$722K 0.35%
4,978
NSC icon
78
Norfolk Southern
NSC
$65B
$718K 0.35%
3,033
KMB icon
79
Kimberly-Clark
KMB
$40.3B
$717K 0.34%
5,045
-50
CMCSA icon
80
Comcast
CMCSA
$109B
$682K 0.33%
18,495
WM icon
81
Waste Management
WM
$86.8B
$667K 0.32%
2,882
-200
UNP icon
82
Union Pacific
UNP
$134B
$661K 0.32%
2,800
-28
LOW icon
83
Lowe's Companies
LOW
$137B
$644K 0.31%
2,763
+50
NBTB icon
84
NBT Bancorp
NBTB
$2.1B
$644K 0.31%
15,000
T icon
85
AT&T
T
$188B
$605K 0.29%
21,402
HON icon
86
Honeywell
HON
$129B
$602K 0.29%
2,841
ECL icon
87
Ecolab
ECL
$78.5B
$589K 0.28%
2,323
-20
NVO icon
88
Novo Nordisk
NVO
$242B
$589K 0.28%
8,476
+27
MCHP icon
89
Microchip Technology
MCHP
$35.2B
$585K 0.28%
12,096
-22,245
AWK icon
90
American Water Works
AWK
$28.1B
$567K 0.27%
3,844
-25
DD icon
91
DuPont de Nemours
DD
$33.3B
$559K 0.27%
7,489
TMO icon
92
Thermo Fisher Scientific
TMO
$204B
$559K 0.27%
1,123
XYL icon
93
Xylem
XYL
$35.5B
$549K 0.26%
4,592
VTV icon
94
Vanguard Value ETF
VTV
$147B
$543K 0.26%
3,144
TGT icon
95
Target
TGT
$41.3B
$524K 0.25%
5,024
+257
VUG icon
96
Vanguard Growth ETF
VUG
$195B
$516K 0.25%
1,391
PSX icon
97
Phillips 66
PSX
$52.2B
$503K 0.24%
4,075
FRAF icon
98
Franklin Financial Services
FRAF
$196M
$500K 0.24%
+14,106
DHR icon
99
Danaher
DHR
$150B
$460K 0.22%
2,242
CL icon
100
Colgate-Palmolive
CL
$63.9B
$454K 0.22%
4,840
2 3
4
5 6