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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$186K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$107K
5
NVO icon
Novo Nordisk
NVO
+$72.9K

Top Sells

1
+$2.87M
2
+$1.97M
3
+$1.16M
4
MA icon
Mastercard
MA
+$679K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
100
202
$15.1K 0.01%
158
203
$14.4K 0.01%
37
204
$14.3K 0.01%
109
205
$14K 0.01%
619
206
$13.9K 0.01%
1,312
-2,376
207
$13.5K 0.01%
2,000
208
$13.2K 0.01%
50
209
$13K 0.01%
268
210
$12.8K 0.01%
218
211
$12.2K 0.01%
50
212
$11.8K 0.01%
250
213
$11.6K 0.01%
234
214
$11.4K 0.01%
570
215
$10.9K ﹤0.01%
+99
216
$10.5K ﹤0.01%
150
217
$10.4K ﹤0.01%
+69
218
$10.2K ﹤0.01%
75
219
$9.97K ﹤0.01%
825
220
$9.71K ﹤0.01%
38
221
$9.7K ﹤0.01%
200
222
$9.67K ﹤0.01%
100
223
$9.36K ﹤0.01%
1,259
224
$9.29K ﹤0.01%
200
225
$9.22K ﹤0.01%
707
7 8
9
10 11