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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$96K 0.06%
2,400
127
$85K 0.05%
957
+92
128
$77K 0.05%
1,125
+75
129
$76K 0.05%
3,233
130
$72K 0.04%
2,600
131
$71K 0.04%
650
132
$71K 0.04%
1,000
133
$67K 0.04%
4,568
+1,179
134
$67K 0.04%
1,600
135
$65K 0.04%
588
+64
136
$63K 0.04%
6,225
137
$63K 0.04%
654
138
$63K 0.04%
2,230
139
$62K 0.04%
2,102
140
$59K 0.04%
1,235
+141
141
$52K 0.03%
2,000
142
$52K 0.03%
1,500
143
$52K 0.03%
400
144
$50K 0.03%
3,352
145
$50K 0.03%
3,578
-124
146
$49K 0.03%
3,111
147
$46K 0.03%
3,294
148
$43K 0.03%
200
149
$43K 0.03%
1,500
150
$42K 0.03%
956
+156
4 5
6
7 8