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
$176M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23K 0.01%
2,000
177
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1,000
178
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440
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240
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517
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300
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750
184
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600
185
$20K 0.01%
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186
$20K 0.01%
180
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$19K 0.01%
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188
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$15K 0.01%
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