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
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
McDonald's
MCD
+$188K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.13%
1,000
102
$224K 0.13%
500
103
$217K 0.12%
3,675
104
$214K 0.12%
3,035
105
$212K 0.12%
1,955
106
$202K 0.11%
2,525
107
$188K 0.11%
1,150
108
$186K 0.11%
3,820
109
$181K 0.1%
4,698
110
$177K 0.1%
3,100
111
$174K 0.1%
9,600
-1,125
112
$174K 0.1%
1,818
113
$171K 0.1%
550
114
$170K 0.1%
1,114
-65
115
$168K 0.1%
900
116
$164K 0.09%
2,600
-300
117
$160K 0.09%
780
+50
118
$155K 0.09%
2,768
119
$148K 0.08%
2,650
120
$144K 0.08%
975
121
$138K 0.08%
975
122
$138K 0.08%
2,219
123
$115K 0.07%
846
124
$101K 0.06%
1,237
125
$100K 0.06%
1,250
3 4
5
6 7