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
$196M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$208K
3
+$193K
4
IBM icon
IBM
IBM
+$191K
5
ABBV icon
AbbVie
ABBV
+$169K

Top Sells

1
+$531K
2
+$325K
3
+$253K
4
JNJ icon
Johnson & Johnson
JNJ
+$155K
5
AMGN icon
Amgen
AMGN
+$124K

Sector Composition

1 Financials 25.55%
2 Technology 12.08%
3 Healthcare 11.72%
4 Industrials 10.72%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$142K 0.07%
2,219
127
$140K 0.07%
2,153
+700
128
$140K 0.07%
2,118
129
$137K 0.07%
2,208
130
$135K 0.07%
450
-100
131
$134K 0.07%
975
132
$126K 0.06%
865
+10
133
$120K 0.06%
+2,395
134
$108K 0.06%
311
+293
135
$107K 0.05%
3,233
136
$107K 0.05%
2,500
+100
137
$106K 0.05%
2,916
138
$105K 0.05%
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139
$99K 0.05%
+3,611
140
$80K 0.04%
3,000
141
$72K 0.04%
629
142
$68K 0.03%
410
143
$68K 0.03%
14,600
144
$67K 0.03%
+5,424
145
$67K 0.03%
2,102
146
$66K 0.03%
+881
147
$65K 0.03%
2,000
148
$61K 0.03%
450
149
$61K 0.03%
500
150
$61K 0.03%
4,568
4 5
6
7 8