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
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.35M
3
+$580K
4
BMY icon
Bristol-Myers Squibb
BMY
+$430K
5
RTX icon
RTX Corp
RTX
+$424K

Top Sells

1
+$5.05M
2
+$1.66M
3
+$1.54M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$614K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$102K 0.06%
3,983
127
$102K 0.06%
3,166
-1,250
128
$101K 0.06%
846
+324
129
$100K 0.06%
1,237
130
$100K 0.06%
1,250
131
$98K 0.06%
+3,125
132
$87K 0.05%
3,233
133
$75K 0.04%
2,102
134
$73K 0.04%
1,215
+121
135
$72K 0.04%
2,600
136
$71K 0.04%
654
137
$71K 0.04%
1,600
138
$64K 0.04%
2,165
-65
139
$63K 0.04%
525
+175
140
$62K 0.04%
1,071
+640
141
$61K 0.04%
4,568
+1,179
142
$59K 0.04%
+4,000
143
$58K 0.03%
3,294
144
$56K 0.03%
400
145
$56K 0.03%
582
+100
146
$55K 0.03%
705
-160
147
$54K 0.03%
500
-150
148
$51K 0.03%
1,500
149
$49K 0.03%
+2,425
150
$49K 0.03%
3,111
4 5
6
7 8