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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
80
227
$8K 0.01%
234
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$7K ﹤0.01%
296
229
$7K ﹤0.01%
136
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$7K ﹤0.01%
114
231
$7K ﹤0.01%
600
232
$7K ﹤0.01%
47
233
$7K ﹤0.01%
105
234
$7K ﹤0.01%
68
235
$7K ﹤0.01%
127
236
$6K ﹤0.01%
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$6K ﹤0.01%
146
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$6K ﹤0.01%
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$6K ﹤0.01%
103
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$6K ﹤0.01%
50
241
$6K ﹤0.01%
1,400
242
$6K ﹤0.01%
68
243
$5K ﹤0.01%
80
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$5K ﹤0.01%
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245
$5K ﹤0.01%
41
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$5K ﹤0.01%
36
247
$5K ﹤0.01%
38
248
$5K ﹤0.01%
117
249
$5K ﹤0.01%
684
250
$5K ﹤0.01%
150
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