PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+3.17%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$197M
AUM Growth
+$1.61M
(+0.82%)
Cap. Flow
-$2.79M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
33.97%
Holding
367
New
10
Increased
33
Reduced
65
Closed
4
Top Buys
| 1 |
Dow Inc
DOW
|
$605K |
| 2 |
Vodafone
VOD
|
$403K |
| 3 |
Corteva
CTVA
|
$367K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$153K |
| 5 |
Wells Fargo
WFC
|
$130K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$1.27M |
| 2 |
IBM
IBM
|
$1.2M |
| 3 |
Exxon Mobil
XOM
|
$899K |
| 4 |
Pfizer
PFE
|
$292K |
| 5 |
Air Products & Chemicals
APD
|
$192K |
Sector Composition
| 1 | Financials | 26.97% |
| 2 | Technology | 11.85% |
| 3 | Healthcare | 11.35% |
| 4 | Consumer Staples | 10.58% |
| 5 | Industrials | 10.34% |
