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
$176M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K 0.01%
82
202
$14K 0.01%
1,700
203
$14K 0.01%
350
204
$13K 0.01%
226
205
$13K 0.01%
321
206
$13K 0.01%
600
207
$13K 0.01%
100
208
$12K 0.01%
434
209
$12K 0.01%
493
210
$12K 0.01%
200
-300
211
$11K 0.01%
682
212
$11K 0.01%
231
213
$11K 0.01%
100
214
$11K 0.01%
400
215
$10K 0.01%
100
216
$10K 0.01%
76
217
$10K 0.01%
334
218
$10K 0.01%
150
219
$10K 0.01%
100
220
$9K 0.01%
226
221
$9K 0.01%
167
222
$9K 0.01%
600
223
$9K 0.01%
1,107
224
$9K 0.01%
684
225
$9K 0.01%
500
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9
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