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
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 7.95%
317,401
-58
2
$10.3M 5.87%
78,273
+625
3
$5.33M 3.03%
128,687
-1,724
4
$4.75M 2.7%
51,701
-17,600
5
$4.73M 2.69%
69,397
-3,300
6
$4.5M 2.56%
130,025
7
$4.21M 2.39%
41,451
-550
8
$4.06M 2.31%
36,790
9
$3.74M 2.13%
29,018
-1,650
10
$3.72M 2.11%
20,935
-300
11
$3.38M 1.92%
60,040
-1,530
12
$3.34M 1.9%
17,700
-150
13
$3.29M 1.87%
83,360
14
$3.24M 1.84%
30,080
-63
15
$3.04M 1.73%
19,108
-539
16
$2.74M 1.56%
25,220
+183
17
$2.48M 1.41%
22,844
-750
18
$2.43M 1.38%
25,464
-625
19
$2.42M 1.38%
112,261
-662
20
$2.27M 1.29%
43,768
-1,075
21
$2.21M 1.25%
46,576
-1,200
22
$2.19M 1.25%
167,700
-6,000
23
$2.15M 1.22%
6,669
-350
24
$2.12M 1.2%
74,811
-1,000
25
$2.1M 1.19%
27,960
+1,200
1
2 3 4 5