PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
-3.48%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$212M
AUM Growth
-$10.7M
(-4.8%)
Cap. Flow
-$1.03M
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
34.62%
Holding
270
New
2
Increased
41
Reduced
74
Closed
11
Top Buys
| 1 |
Qualcomm
QCOM
|
$398K |
| 2 |
Morgan Stanley
MS
|
$330K |
| 3 |
Blackrock
BLK
|
$257K |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$230K |
| 5 |
Amgen
AMGN
|
$219K |
Top Sells
| 1 |
Mastercard
MA
|
$392K |
| 2 |
Microsoft
MSFT
|
$374K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$194K |
| 4 |
Air Products & Chemicals
APD
|
$188K |
| 5 |
Pfizer
PFE
|
$181K |
Sector Composition
| 1 | Technology | 18.34% |
| 2 | Financials | 16.8% |
| 3 | Healthcare | 14.53% |
| 4 | Consumer Staples | 9.18% |
| 5 | Industrials | 8.64% |
