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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37K 0.02%
312
177
$35.1K 0.02%
1,792
178
$34.2K 0.02%
185
179
$33.3K 0.02%
758
-11,632
180
$32.6K 0.02%
913
181
$31.2K 0.01%
600
182
$30.7K 0.01%
326
183
$28.8K 0.01%
250
184
$28.1K 0.01%
+100
185
$28K 0.01%
800
186
$26.7K 0.01%
1,370
187
$26.5K 0.01%
300
188
$25.3K 0.01%
408
189
$24.8K 0.01%
100
190
$24.6K 0.01%
568
191
$24.3K 0.01%
775
192
$24.2K 0.01%
200
193
$23.6K 0.01%
302
-188
194
$21.5K 0.01%
+160
195
$19.8K 0.01%
200
196
$19.4K 0.01%
600
197
$19.3K 0.01%
100
198
$18.9K 0.01%
109
199
$18.8K 0.01%
355
200
$18.2K 0.01%
45
6 7
8
9 10