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
$216M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$78.6K
2
+$73.9K
3
+$73.9K
4
NVO icon
Novo Nordisk
NVO
+$62.5K
5
ADBE icon
Adobe
ADBE
+$53.8K

Top Sells

1
+$700K
2
+$511K
3
+$283K
4
LLY icon
Eli Lilly
LLY
+$222K
5
NBTB icon
NBT Bancorp
NBTB
+$191K

Sector Composition

1 Technology 21.75%
2 Financials 17.1%
3 Healthcare 12.73%
4 Consumer Discretionary 8.52%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17.3K 0.01%
1,666
202
$17.2K 0.01%
37
203
$17K 0.01%
216
+97
204
$16.3K 0.01%
250
205
$15.9K 0.01%
+176
206
$15.4K 0.01%
182
-57
207
$14.4K 0.01%
50
208
$14.2K 0.01%
619
209
$13.4K 0.01%
570
210
$13K 0.01%
+25
211
$12.5K 0.01%
99
212
$12.2K 0.01%
218
213
$12.2K 0.01%
75
214
$11.8K 0.01%
50
215
$11.7K 0.01%
158
216
$11.3K 0.01%
+124
217
$11.2K 0.01%
100
218
$11.2K 0.01%
69
219
$10.7K 0.01%
120
220
$10.7K ﹤0.01%
200
221
$10.2K ﹤0.01%
268
222
$10K ﹤0.01%
804
-500
223
$9.84K ﹤0.01%
149
-200
224
$9.82K ﹤0.01%
707
225
$9.74K ﹤0.01%
922
-327
7 8
9
10 11