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
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
McDonald's
MCD
+$188K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$97K 0.06%
3,233
127
$97K 0.06%
2,916
-250
128
$90K 0.05%
3,250
129
$89K 0.05%
1,215
130
$89K 0.05%
725
131
$85K 0.05%
650
-3,400
132
$77K 0.04%
953
-675
133
$74K 0.04%
1,600
134
$73K 0.04%
3,000
135
$73K 0.04%
2,102
136
$71K 0.04%
654
137
$68K 0.04%
2,600
138
$68K 0.04%
400
139
$67K 0.04%
3,294
140
$67K 0.04%
2,230
141
$67K 0.04%
+11,000
142
$63K 0.04%
4,568
143
$62K 0.04%
3,983
144
$61K 0.03%
500
145
$60K 0.03%
4,000
146
$60K 0.03%
500
147
$59K 0.03%
1,146
148
$59K 0.03%
582
149
$58K 0.03%
705
150
$58K 0.03%
200
4 5
6
7 8