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
$196M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$208K
3
+$193K
4
IBM icon
IBM
IBM
+$191K
5
ABBV icon
AbbVie
ABBV
+$169K

Top Sells

1
+$531K
2
+$325K
3
+$253K
4
JNJ icon
Johnson & Johnson
JNJ
+$155K
5
AMGN icon
Amgen
AMGN
+$124K

Sector Composition

1 Financials 25.55%
2 Technology 12.08%
3 Healthcare 11.72%
4 Industrials 10.72%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 7.49%
323,725
+6,324
2
$12.1M 6.2%
77,658
-615
3
$5.74M 2.93%
70,981
+1,584
4
$5.34M 2.73%
51,301
-400
5
$5.12M 2.62%
127,053
-1,634
6
$4.85M 2.48%
41,086
-365
7
$4.68M 2.39%
130,025
8
$4.49M 2.29%
36,620
-170
9
$4.11M 2.1%
17,475
-225
10
$4.05M 2.07%
85,260
+1,900
11
$3.96M 2.03%
20,880
-55
12
$3.9M 2%
27,908
-1,110
13
$3.59M 1.84%
26,637
+1,417
14
$3.5M 1.79%
59,188
-852
15
$3.33M 1.7%
19,168
+60
16
$3.19M 1.63%
29,666
-414
17
$2.8M 1.43%
22,714
-130
18
$2.77M 1.42%
25,364
-100
19
$2.71M 1.39%
114,431
+2,170
20
$2.7M 1.38%
30,300
+2,340
21
$2.65M 1.36%
165,100
-2,600
22
$2.54M 1.3%
6,654
-15
23
$2.44M 1.25%
76,919
+2,108
24
$2.23M 1.14%
29,070
+950
25
$2.16M 1.1%
46,076
-500
1
2 3 4 5