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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40K 0.02%
876
152
$39K 0.02%
482
153
$38K 0.02%
800
154
$37K 0.02%
325
-25
155
$36K 0.02%
2,000
156
$36K 0.02%
310
157
$36K 0.02%
527
+96
158
$35K 0.02%
801
159
$33K 0.02%
600
160
$32K 0.02%
684
-99
161
$30K 0.02%
1,000
162
$29K 0.02%
374
163
$29K 0.02%
227
164
$29K 0.02%
542
165
$28K 0.02%
360
166
$28K 0.02%
709
-37
167
$27K 0.02%
200
168
$25K 0.02%
+1,115
169
$24K 0.01%
198
170
$23K 0.01%
299
171
$23K 0.01%
1,715
172
$22K 0.01%
375
173
$21K 0.01%
560
174
$21K 0.01%
180
+46
175
$21K 0.01%
1,000
5 6
7
8 9