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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
800
202
$18K 0.01%
200
203
$18K 0.01%
175
204
$18K 0.01%
937
205
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104
206
$17K 0.01%
434
207
$17K 0.01%
1,700
+1,500
208
$17K 0.01%
+1,000
209
$16K 0.01%
493
210
$16K 0.01%
61
211
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400
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$15K 0.01%
321
213
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619
214
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215
$14K 0.01%
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100
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600
218
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100
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$13K 0.01%
100
221
$13K 0.01%
684
222
$12K 0.01%
334
223
$12K 0.01%
66
224
$11K 0.01%
227
-380
225
$11K 0.01%
100
7 8
9
10 11