PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+11.25%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$231M
AUM Growth
+$18.4M
(+8.7%)
Cap. Flow
-$3.26M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
35.27%
Holding
260
New
2
Increased
31
Reduced
80
Closed
7
Top Buys
| 1 |
Novo Nordisk
NVO
|
$179K |
| 2 |
Broadcom
AVGO
|
$34.6K |
| 3 |
Chevron
CVX
|
$34.5K |
| 4 |
Adobe
ADBE
|
$31K |
| 5 |
Eaton
ETN
|
$30.6K |
Top Sells
| 1 |
3M
MMM
|
$767K |
| 2 |
FMC
FMC
|
$388K |
| 3 |
Apple
AAPL
|
$248K |
| 4 |
Otis Worldwide
OTIS
|
$246K |
| 5 |
Zimmer Biomet
ZBH
|
$218K |
Sector Composition
| 1 | Technology | 19.45% |
| 2 | Financials | 18.09% |
| 3 | Healthcare | 13.66% |
| 4 | Consumer Staples | 8.65% |
| 5 | Industrials | 8.63% |
