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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$479K 0.22%
7,600
102
$470K 0.21%
4,840
103
$468K 0.21%
4,619
-100
104
$445K 0.2%
2,802
-709
105
$406K 0.18%
7,662
-14
106
$388K 0.18%
7,195
107
$381K 0.17%
3,836
108
$377K 0.17%
4,787
-63
109
$360K 0.16%
40,591
-1,676
110
$348K 0.16%
3,404
-1,075
111
$347K 0.16%
2,000
112
$334K 0.15%
1,831
-100
113
$324K 0.15%
2,220
-4
114
$323K 0.15%
755
115
$296K 0.13%
6,497
116
$290K 0.13%
15,162
-82
117
$273K 0.12%
6,867
-94
118
$265K 0.12%
3,405
119
$255K 0.12%
5,412
120
$255K 0.12%
2,397
-106
121
$252K 0.11%
4,345
-376
122
$249K 0.11%
8,043
-15
123
$244K 0.11%
2,785
124
$237K 0.11%
5,775
125
$227K 0.1%
3,150
3 4
5
6 7