PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$201K
3
+$110K
4
ASML icon
ASML
ASML
+$92.2K
5
PANW icon
Palo Alto Networks
PANW
+$71.6K

Top Sells

1
+$1.55M
2
+$1.26M
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$739K
5
GS icon
Goldman Sachs
GS
+$702K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GIS icon
76
General Mills
GIS
$23.7B
$646K 0.32%
12,466
-118
UNP icon
77
Union Pacific
UNP
$136B
$644K 0.32%
2,800
KMB icon
78
Kimberly-Clark
KMB
$33B
$643K 0.32%
4,991
-54
CMCSA icon
79
Comcast
CMCSA
$101B
$638K 0.32%
17,882
-613
NBTB icon
80
NBT Bancorp
NBTB
$2.28B
$623K 0.31%
15,000
AMAT icon
81
Applied Materials
AMAT
$259B
$622K 0.31%
3,398
-1,580
VUG icon
82
Vanguard Growth ETF
VUG
$202B
$610K 0.3%
1,391
XLE icon
83
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$604K 0.3%
14,242
-6,292
MCHP icon
84
Microchip Technology
MCHP
$40.4B
$578K 0.29%
8,211
-3,885
VTV icon
85
Vanguard Value ETF
VTV
$164B
$556K 0.27%
3,144
LOW icon
86
Lowe's Companies
LOW
$156B
$544K 0.27%
2,450
-313
XYL icon
87
Xylem
XYL
$35.6B
$542K 0.27%
4,187
-405
NVO icon
88
Novo Nordisk
NVO
$277B
$515K 0.25%
7,466
-1,010
GE icon
89
GE Aerospace
GE
$343B
$515K 0.25%
2,002
IVV icon
90
iShares Core S&P 500 ETF
IVV
$761B
$513K 0.25%
826
-2,495
AWK icon
91
American Water Works
AWK
$26B
$501K 0.25%
3,601
-243
WM icon
92
Waste Management
WM
$89.1B
$489K 0.24%
2,139
-743
FRAF icon
93
Franklin Financial Services
FRAF
$238M
$488K 0.24%
14,106
PSX icon
94
Phillips 66
PSX
$55.7B
$486K 0.24%
4,075
DD icon
95
DuPont de Nemours
DD
$18B
$479K 0.24%
16,704
-1,195
MMM icon
96
3M
MMM
$89.1B
$448K 0.22%
2,942
-54
CTVA icon
97
Corteva
CTVA
$47.1B
$439K 0.22%
5,889
-76
CL icon
98
Colgate-Palmolive
CL
$68.1B
$428K 0.21%
4,705
-135
ASML icon
99
ASML
ASML
$527B
$421K 0.21%
525
+115
NVDA icon
100
NVIDIA
NVDA
$4.53T
$415K 0.21%
2,625
+1,275
2 3
4
5 6