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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$179K
2
+$34.6K
3
+$34.5K
4
ADBE icon
Adobe
ADBE
+$31K
5
ETN icon
Eaton
ETN
+$30.6K

Top Sells

1
+$767K
2
+$388K
3
+$248K
4
OTIS icon
Otis Worldwide
OTIS
+$246K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38.9K 0.02%
1,213
177
$37.9K 0.02%
490
-278
178
$32.4K 0.01%
312
179
$31.1K 0.01%
266
180
$29.4K 0.01%
600
181
$29.3K 0.01%
1,462
182
$28.4K 0.01%
800
183
$27.4K 0.01%
326
184
$27.1K 0.01%
250
185
$24.7K 0.01%
1,792
186
$24.5K 0.01%
2,153
-73
187
$24K 0.01%
200
188
$23.9K 0.01%
306
189
$23.3K 0.01%
300
190
$22K 0.01%
3,235
+1,235
191
$21.5K 0.01%
825
-100
192
$21K 0.01%
568
193
$20.8K 0.01%
600
194
$20.4K 0.01%
500
195
$18.8K 0.01%
200
196
$17.8K 0.01%
408
197
$17.4K 0.01%
100
198
$17.1K 0.01%
100
199
$16.9K 0.01%
1,666
200
$16.5K 0.01%
37
6 7
8
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