PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.35M
3
+$580K
4
BMY icon
Bristol-Myers Squibb
BMY
+$430K
5
RTX icon
RTX Corp
RTX
+$424K

Top Sells

1
+$5.05M
2
+$1.66M
3
+$1.54M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$614K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K 0.02%
198
177
$26K 0.02%
556
-244
178
$26K 0.02%
200
179
$25K 0.01%
+1,115
180
$24K 0.01%
+200
181
$24K 0.01%
530
-30
182
$23K 0.01%
375
183
$21K 0.01%
+1,666
184
$21K 0.01%
1,715
185
$21K 0.01%
180
+46
186
$20K 0.01%
1,732
+625
187
$20K 0.01%
240
188
$20K 0.01%
509
+109
189
$20K 0.01%
1,000
190
$19K 0.01%
82
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191
$19K 0.01%
434
192
$18K 0.01%
373
193
$18K 0.01%
+196
194
$18K 0.01%
160
195
$17K 0.01%
200
196
$17K 0.01%
+800
197
$17K 0.01%
+250
198
$16K 0.01%
300
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199
$16K 0.01%
196
-923
200
$16K 0.01%
+937
6 7
8
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