PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+1.35%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$135M
AUM Growth
-$16.9M
(-11%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-13.59%
Top 10 Holdings %
Top 10 Hldgs %
34.29%
Holding
366
New
11
Increased
31
Reduced
79
Closed
21
Top Buys
| 1 |
Verizon
VZ
|
$370K |
| 2 |
RTX Corp
RTX
|
$359K |
| 3 |
AbbVie
ABBV
|
$265K |
| 4 |
Procter & Gamble
PG
|
$239K |
| 5 |
McDonald's
MCD
|
$196K |
Top Sells
| 1 |
3M
MMM
|
$5.58M |
| 2 |
DuPont de Nemours
DD
|
$2.01M |
| 3 |
Exxon Mobil
XOM
|
$1.7M |
| 4 |
ConocoPhillips
COP
|
$1.62M |
| 5 |
IBM
IBM
|
$1.6M |
Sector Composition
| 1 | Financials | 14.44% |
| 2 | Consumer Staples | 13.18% |
| 3 | Industrials | 13.16% |
| 4 | Energy | 12.75% |
| 5 | Technology | 12.22% |
