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
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47K 0.03%
230
152
$47K 0.03%
3,294
153
$45K 0.03%
3,111
154
$41K 0.02%
317
155
$41K 0.02%
1,500
156
$41K 0.02%
3,352
157
$41K 0.02%
243
+45
158
$41K 0.02%
1,400
-1,500
159
$41K 0.02%
701
-100
160
$40K 0.02%
611
+86
161
$40K 0.02%
3,983
162
$39K 0.02%
300
163
$36K 0.02%
434
164
$34K 0.02%
1,500
165
$34K 0.02%
1,500
166
$33K 0.02%
1,000
-185
167
$33K 0.02%
876
168
$33K 0.02%
1,230
-492
169
$32K 0.02%
750
170
$31K 0.02%
600
-1,000
171
$28K 0.02%
800
172
$27K 0.02%
3,000
173
$26K 0.01%
375
174
$24K 0.01%
14
175
$24K 0.01%
200
5 6
7
8 9