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
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
McDonald's
MCD
+$188K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$56K 0.03%
450
152
$54K 0.03%
2,000
153
$53K 0.03%
801
154
$52K 0.03%
1,000
155
$50K 0.03%
1,500
156
$50K 0.03%
1,500
157
$47K 0.03%
876
158
$45K 0.03%
317
159
$45K 0.03%
3,352
160
$44K 0.03%
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161
$42K 0.02%
3,111
162
$36K 0.02%
3,000
163
$35K 0.02%
750
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164
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165
$34K 0.02%
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166
$33K 0.02%
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167
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$32K 0.02%
632
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169
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607
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$30K 0.02%
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173
$28K 0.02%
600
174
$28K 0.02%
434
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$27K 0.02%
2,000
5 6
7
8 9