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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.2%
3,824
-12
102
$387K 0.18%
2,996
-178
103
$382K 0.18%
5,590
-10
104
$344K 0.16%
4,028
-250
105
$340K 0.16%
5,965
-113
106
$339K 0.16%
6,485
-12
107
$334K 0.15%
2,002
108
$333K 0.15%
625
-130
109
$332K 0.15%
1,894
+24
110
$328K 0.15%
2,960
-825
111
$325K 0.15%
2,363
+150
112
$322K 0.15%
4,025
-355
113
$316K 0.15%
6,610
-155
114
$315K 0.15%
5,100
-312
115
$314K 0.15%
894
+210
116
$312K 0.14%
1,389
-17
117
$310K 0.14%
36,491
-828
118
$310K 0.14%
3,393
119
$272K 0.13%
1,950
120
$268K 0.12%
5,535
-240
121
$261K 0.12%
2,636
+793
122
$257K 0.12%
2,785
123
$255K 0.12%
6,363
-182
124
$230K 0.11%
3,400
125
$203K 0.09%
2,084
-273
3 4
5
6 7