PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
-18.18%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$170M
AUM Growth
-$41.9M
(-20%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
36.38%
Holding
350
New
11
Increased
52
Reduced
67
Closed
17
Top Buys
| 1 |
PayPal
PYPL
|
$699K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$639K |
| 3 |
Lockheed Martin
LMT
|
$462K |
| 4 |
Ecolab
ECL
|
$417K |
| 5 |
Boeing
BA
|
$163K |
Top Sells
| 1 |
Expeditors International
EXPD
|
$489K |
| 2 |
NBT Bancorp
NBTB
|
$324K |
| 3 |
Norfolk Southern
NSC
|
$288K |
| 4 |
American Express
AXP
|
$226K |
| 5 |
Chevron
CVX
|
$127K |
Sector Composition
| 1 | Financials | 26.32% |
| 2 | Technology | 13.53% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Staples | 11.17% |
| 5 | Industrials | 9.12% |
