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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$85.3K 0.04%
1,425
152
$82.6K 0.04%
1,302
-23
153
$78.9K 0.04%
429
154
$74.2K 0.03%
1,697
155
$67.9K 0.03%
2,000
156
$66.9K 0.03%
2,000
157
$66.5K 0.03%
2,344
158
$62.8K 0.03%
309
159
$62.8K 0.03%
702
160
$59.7K 0.03%
200
161
$58.4K 0.03%
100
162
$53.3K 0.02%
266
163
$51.4K 0.02%
325
164
$49.6K 0.02%
5,000
165
$48.9K 0.02%
664
166
$47.9K 0.02%
625
167
$47.4K 0.02%
+130
168
$46.6K 0.02%
1,250
169
$46.2K 0.02%
4,000
170
$45K 0.02%
+274
171
$44.6K 0.02%
619
172
$43.9K 0.02%
100
173
$42.5K 0.02%
349
-9
174
$39.2K 0.02%
331
-23
175
$38.2K 0.02%
490
5 6
7
8 9