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
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$133K 0.08%
2,219
127
$118K 0.07%
+625
128
$117K 0.07%
975
129
$115K 0.07%
2,208
130
$115K 0.07%
855
+410
131
$110K 0.06%
4,120
132
$100K 0.06%
1,347
133
$99K 0.06%
2,916
134
$98K 0.06%
3,233
135
$92K 0.05%
2,400
-571
136
$91K 0.05%
1,453
+600
137
$77K 0.04%
3,000
-100
138
$67K 0.04%
629
139
$61K 0.03%
500
140
$58K 0.03%
2,102
141
$57K 0.03%
450
142
$57K 0.03%
2,000
143
$56K 0.03%
4,568
144
$54K 0.03%
410
-45
145
$54K 0.03%
4,000
146
$52K 0.03%
+455
147
$50K 0.03%
14,600
+2,600
148
$49K 0.03%
619
149
$49K 0.03%
625
150
$49K 0.03%
200
4 5
6
7 8