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
$170M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$639K
3
+$462K
4
ECL icon
Ecolab
ECL
+$417K
5
BA icon
Boeing
BA
+$163K

Top Sells

1
+$489K
2
+$324K
3
+$288K
4
AXP icon
American Express
AXP
+$226K
5
CVX icon
Chevron
CVX
+$127K

Sector Composition

1 Financials 26.32%
2 Technology 13.53%
3 Healthcare 12.69%
4 Consumer Staples 11.17%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
100
227
$7K ﹤0.01%
150
228
$7K ﹤0.01%
56
-29
229
$7K ﹤0.01%
+146
230
$7K ﹤0.01%
493
231
$7K ﹤0.01%
200
232
$7K ﹤0.01%
350
233
$7K ﹤0.01%
400
-100
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$7K ﹤0.01%
80
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$7K ﹤0.01%
682
236
$6K ﹤0.01%
85
+20
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
50
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120
241
$6K ﹤0.01%
112
+25
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$6K ﹤0.01%
199
-705
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$6K ﹤0.01%
400
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$6K ﹤0.01%
119
-39
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$5K ﹤0.01%
50
246
$5K ﹤0.01%
167
247
$5K ﹤0.01%
136
248
$5K ﹤0.01%
72
249
$5K ﹤0.01%
100
250
$5K ﹤0.01%
38
8 9
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