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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
125
202
$20K 0.01%
400
203
$19K 0.01%
580
204
$17K 0.01%
200
205
$17K 0.01%
619
206
$17K 0.01%
134
207
$16K 0.01%
500
208
$16K 0.01%
37
209
$16K 0.01%
178
+80
210
$15K 0.01%
40
211
$15K 0.01%
158
212
$15K 0.01%
200
213
$15K 0.01%
100
214
$14K 0.01%
100
215
$14K 0.01%
200
216
$13K 0.01%
109
217
$12K ﹤0.01%
100
218
$12K ﹤0.01%
600
219
$12K ﹤0.01%
38
220
$12K ﹤0.01%
200
221
$12K ﹤0.01%
570
222
$12K ﹤0.01%
250
223
$12K ﹤0.01%
234
224
$12K ﹤0.01%
159
+100
225
$11K ﹤0.01%
268
7 8
9
10 11