PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.68%
3 Industrials 11.41%
4 Energy 11.26%
5 Technology 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
200
227
$8K 0.01%
104
228
$8K 0.01%
126
229
$8K 0.01%
141
230
$8K 0.01%
1,000
231
$8K 0.01%
118
232
$8K 0.01%
106
233
$8K 0.01%
337
234
$8K 0.01%
127
235
$8K 0.01%
124
236
$8K 0.01%
80
+40
237
$7K ﹤0.01%
1,400
238
$7K ﹤0.01%
135
239
$7K ﹤0.01%
164
240
$7K ﹤0.01%
146
241
$7K ﹤0.01%
600
242
$7K ﹤0.01%
684
243
$7K ﹤0.01%
+450
244
$7K ﹤0.01%
152
245
$7K ﹤0.01%
100
246
$7K ﹤0.01%
68
247
$6K ﹤0.01%
42
248
$6K ﹤0.01%
146
249
$6K ﹤0.01%
90
250
$6K ﹤0.01%
36
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10
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