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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
300
177
$19K 0.01%
509
+109
178
$18K 0.01%
434
179
$17K 0.01%
100
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700
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$16K 0.01%
373
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240
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$16K 0.01%
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$15K 0.01%
919
-2,934
185
$14K 0.01%
300
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187
$14K 0.01%
434
188
$13K 0.01%
100
189
$13K 0.01%
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190
$13K 0.01%
82
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191
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$13K 0.01%
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193
$12K 0.01%
321
194
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104
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$12K 0.01%
100
199
$11K 0.01%
135
200
$11K 0.01%
300
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