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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$179K
2
+$34.6K
3
+$34.5K
4
ADBE icon
Adobe
ADBE
+$31K
5
ETN icon
Eaton
ETN
+$30.6K

Top Sells

1
+$767K
2
+$388K
3
+$248K
4
OTIS icon
Otis Worldwide
OTIS
+$246K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$95K 0.04%
1,500
152
$89.8K 0.04%
1,725
-400
153
$88.9K 0.04%
2,300
-150
154
$87K 0.04%
500
155
$81.5K 0.04%
2,344
-488
156
$75.1K 0.03%
3,111
157
$72K 0.03%
3,815
-168
158
$69.9K 0.03%
1,700
159
$68.1K 0.03%
1,325
160
$62K 0.03%
2,000
161
$58.9K 0.03%
309
162
$48.1K 0.02%
625
163
$46.7K 0.02%
1,250
164
$46.3K 0.02%
100
165
$45.9K 0.02%
4,000
166
$45.5K 0.02%
619
167
$42.2K 0.02%
354
168
$41.7K 0.02%
300
169
$41.1K 0.02%
100
170
$40.8K 0.02%
358
+66
171
$40.6K 0.02%
664
172
$40.4K 0.02%
5,000
173
$39.9K 0.02%
3,688
-1,370
174
$39.6K 0.02%
800
+100
175
$39.4K 0.02%
2,240
5 6
7
8 9