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
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.35M
3
+$580K
4
BMY icon
Bristol-Myers Squibb
BMY
+$430K
5
RTX icon
RTX Corp
RTX
+$424K

Top Sells

1
+$5.05M
2
+$1.66M
3
+$1.54M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$614K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.13%
1,790
-10
102
$213K 0.13%
3,100
+600
103
$212K 0.13%
1,218
-1,040
104
$211K 0.13%
8,925
-1,955
105
$209K 0.12%
2,550
-275
106
$208K 0.12%
4,400
-900
107
$195K 0.12%
1,000
108
$192K 0.11%
1,025
+150
109
$191K 0.11%
2,900
+1,900
110
$186K 0.11%
3,108
+2,808
111
$166K 0.1%
10,725
+4,500
112
$163K 0.1%
680
-255
113
$157K 0.09%
4,198
+456
114
$155K 0.09%
3,660
-760
115
$152K 0.09%
2,241
-334
116
$151K 0.09%
1,025
+125
117
$147K 0.09%
550
118
$145K 0.09%
1,818
-1,150
119
$140K 0.08%
2,768
120
$137K 0.08%
900
121
$136K 0.08%
975
122
$130K 0.08%
975
123
$125K 0.07%
2,275
+1,225
124
$124K 0.07%
2,219
+1,919
125
$115K 0.07%
+300
3 4
5
6 7