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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$179K
2
+$34.6K
3
+$34.5K
4
ADBE icon
Adobe
ADBE
+$31K
5
ETN icon
Eaton
ETN
+$30.6K

Top Sells

1
+$767K
2
+$388K
3
+$248K
4
OTIS icon
Otis Worldwide
OTIS
+$246K
5
ZBH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.11%
6,497
127
$234K 0.1%
3,018
128
$226K 0.1%
2,785
129
$221K 0.1%
5,875
130
$219K 0.09%
5,912
131
$216K 0.09%
2,958
-42
132
$210K 0.09%
3,400
133
$207K 0.09%
3,150
134
$197K 0.09%
3,794
-8
135
$191K 0.08%
5,406
136
$157K 0.07%
4,374
-100
137
$137K 0.06%
3,410
138
$131K 0.06%
2,199
139
$128K 0.06%
6,900
140
$125K 0.05%
481
141
$122K 0.05%
490
142
$117K 0.05%
3,555
143
$116K 0.05%
775
144
$112K 0.05%
2,000
-130
145
$106K 0.05%
2,852
146
$103K 0.04%
428
+127
147
$102K 0.04%
200
148
$98.6K 0.04%
529
149
$95.8K 0.04%
198
150
$95.6K 0.04%
500
4 5
6
7 8