PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 8.25%
325,612
-2,996
2
$6.47M 4.02%
74,124
+282
3
$6.38M 3.97%
77,158
+420
4
$6.27M 3.9%
69,835
-670
5
$4.6M 2.86%
140,025
-136,302
6
$4.39M 2.73%
30,949
-458
7
$4.08M 2.54%
127,144
-1,568
8
$4.01M 2.5%
36,898
-1,340
9
$3.85M 2.39%
25,351
-243
10
$3.63M 2.26%
30,764
-1,154
11
$3.4M 2.12%
50,815
-400
12
$3.19M 1.99%
61,446
-1,234
13
$3.03M 1.89%
26,298
-32
14
$3.01M 1.87%
52,338
-1,447
15
$2.79M 1.74%
90,973
-1,563
16
$2.49M 1.55%
58,877
-970
17
$2.49M 1.55%
71,930
-100
18
$2.36M 1.47%
16,029
+1,640
19
$2.16M 1.34%
21,200
-350
20
$2.05M 1.27%
19,903
+708
21
$2.03M 1.26%
31,714
+175
22
$2.01M 1.25%
71,224
-4,960
23
$1.97M 1.22%
188,200
-1,200
24
$1.88M 1.17%
43,925
-1,300
25
$1.85M 1.15%
57,866
+1,000
1
2 3 4 5