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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$92.2K 0.04%
772
-3
152
$91.4K 0.04%
696
+29
153
$76.5K 0.04%
200
154
$74.4K 0.03%
309
155
$73.9K 0.03%
+200
156
$73.7K 0.03%
1,643
-226
157
$72.6K 0.03%
429
158
$67.8K 0.03%
2,000
159
$59.5K 0.03%
266
160
$58.3K 0.03%
2,000
161
$57K 0.03%
100
162
$56.1K 0.03%
664
163
$52.2K 0.02%
130
164
$49.2K 0.02%
2,240
165
$49.1K 0.02%
1,744
-534
166
$48.3K 0.02%
625
167
$48.3K 0.02%
5,000
168
$46.4K 0.02%
331
169
$46.1K 0.02%
4,000
170
$45.2K 0.02%
343
-6
171
$44.8K 0.02%
502
172
$44.5K 0.02%
619
173
$41.9K 0.02%
100
174
$37.9K 0.02%
325
175
$37.2K 0.02%
277
5 6
7
8 9