PFS
Penseco Financial Services Portfolio holdings
AUM
$141M
This Quarter Return
+1.14%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.61%
Holding
250
New
250
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$9.04M |
| 2 |
IBM
IBM
|
$7.07M |
| 3 |
3M
MMM
|
$5.99M |
| 4 |
Procter & Gamble
PG
|
$5.2M |
| 5 |
PepsiCo
PEP
|
$3.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.5% |
| 2 | Energy | 13.95% |
| 3 | Consumer Staples | 13.24% |
| 4 | Financials | 12.85% |
| 5 | Technology | 12.03% |
