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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.6K 0.02%
312
177
$35.9K 0.02%
277
-23
178
$34.8K 0.02%
913
179
$34.2K 0.02%
+646
180
$34K 0.02%
281
+231
181
$32.3K 0.01%
+185
182
$31.1K 0.01%
2,240
183
$30.7K 0.01%
600
184
$29K 0.01%
1,792
185
$27.5K 0.01%
800
186
$27.1K 0.01%
200
187
$27.1K 0.01%
+873
188
$26.7K 0.01%
250
189
$25.6K 0.01%
326
190
$24.3K 0.01%
300
191
$24.1K 0.01%
1,370
-92
192
$22.2K 0.01%
100
193
$22.1K 0.01%
568
194
$22K 0.01%
200
195
$21.9K 0.01%
408
196
$21.8K 0.01%
245
-61
197
$20.7K 0.01%
1,272
-2,543
198
$20.1K 0.01%
600
199
$19.2K 0.01%
355
-25
200
$17.6K 0.01%
1,666
6 7
8
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