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
201
$15K 0.01%
187
-187
202
$15K 0.01%
434
203
$15K 0.01%
100
204
$14K 0.01%
+122
205
$14K 0.01%
300
206
$13K 0.01%
100
207
$13K 0.01%
+179
208
$13K 0.01%
493
209
$13K 0.01%
104
210
$12K 0.01%
100
-50
211
$12K 0.01%
254
212
$12K 0.01%
100
213
$11K 0.01%
219
+101
214
$11K 0.01%
135
215
$11K 0.01%
+180
216
$11K 0.01%
174
217
$10K 0.01%
200
218
$10K 0.01%
684
219
$10K 0.01%
500
220
$10K 0.01%
100
-100
221
$10K 0.01%
700
222
$10K 0.01%
80
223
$9K 0.01%
231
224
$9K 0.01%
600
225
$9K 0.01%
234
7 8
9
10 11