PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
This Quarter Return
+6.24%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$198M
AUM Growth
+$198M
(+11%)
Cap. Flow
+$9.86M
Cap. Flow
% of AUM
4.98%
Top 10 Holdings %
Top 10 Hldgs %
33.03%
Holding
377
New
19
Increased
56
Reduced
50
Closed
5
Top Buys
| 1 |
3M
MMM
|
$985K |
| 2 |
Boeing
BA
|
$865K |
| 3 |
Johnson & Johnson
JNJ
|
$717K |
| 4 |
Apple
AAPL
|
$704K |
| 5 |
Broadcom
AVGO
|
$639K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$425K |
| 2 |
Mastercard
MA
|
$167K |
| 3 |
Expeditors International
EXPD
|
$165K |
| 4 |
Microsoft
MSFT
|
$135K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$131K |
Sector Composition
| 1 | Financials | 24.78% |
| 2 | Healthcare | 12.19% |
| 3 | Technology | 12.03% |
| 4 | Industrials | 11.25% |
| 5 | Consumer Staples | 10.32% |
