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
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$287K
3
+$155K
4
ADI icon
Analog Devices
ADI
+$155K
5
GE icon
GE Aerospace
GE
+$94.3K

Top Sells

1
+$3.8M
2
+$445K
3
+$283K
4
MMM icon
3M
MMM
+$189K
5
MCD icon
McDonald's
MCD
+$188K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 8.61%
317,640
-368
2
$8.17M 4.64%
77,658
-100
3
$6.1M 3.46%
74,397
-250
4
$5.99M 3.4%
65,860
-300
5
$5.14M 2.92%
140,025
6
$4.52M 2.57%
32,385
+29,746
7
$4.27M 2.42%
126,143
-105
8
$4.03M 2.29%
36,198
9
$3.9M 2.21%
33,662
+814
10
$3.63M 2.06%
23,198
-1,200
11
$3.52M 2%
25,403
-157
12
$3.49M 1.98%
26,878
-653
13
$3.34M 1.9%
44,870
-200
14
$3.03M 1.72%
61,238
+169
15
$2.87M 1.63%
96,942
+1,059
16
$2.81M 1.59%
19,900
-300
17
$2.81M 1.59%
74,061
-200
18
$2.69M 1.52%
69,684
-800
19
$2.52M 1.43%
14,384
-1,077
20
$2.48M 1.4%
27,364
-700
21
$2.36M 1.34%
52,480
-2,750
22
$2.31M 1.31%
36,318
23
$2.23M 1.27%
18,974
24
$2.18M 1.24%
48,376
-700
25
$2.16M 1.22%
24,280
-100
1
2 3 4 5