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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$197K 0.09%
3,150
127
$186K 0.09%
1,144
-49
128
$164K 0.08%
1,676
-10
129
$162K 0.08%
2,000
130
$158K 0.07%
5,349
131
$157K 0.07%
4,174
132
$141K 0.07%
4,579
-1,118
133
$139K 0.06%
419
+15
134
$136K 0.06%
6,000
135
$128K 0.06%
3,328
-178
136
$125K 0.06%
6,236
137
$124K 0.06%
1,622
-445
138
$123K 0.06%
198
139
$122K 0.06%
462
140
$121K 0.06%
500
141
$121K 0.06%
368
-12
142
$119K 0.05%
1,500
143
$113K 0.05%
2,296
+97
144
$107K 0.05%
1,393
-4
145
$106K 0.05%
1,502
+200
146
$105K 0.05%
783
-17
147
$102K 0.05%
2,507
-3
148
$96.7K 0.04%
3,555
149
$96.4K 0.04%
2,852
150
$95.5K 0.04%
2,168
+4
4 5
6
7 8