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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
117
252
$6K ﹤0.01%
103
253
$6K ﹤0.01%
50
254
$6K ﹤0.01%
250
255
$6K ﹤0.01%
76
256
$6K ﹤0.01%
68
257
$6K ﹤0.01%
80
258
$5K ﹤0.01%
133
259
$5K ﹤0.01%
78
260
$5K ﹤0.01%
72
261
$5K ﹤0.01%
233
-8,000
262
$5K ﹤0.01%
76
263
$5K ﹤0.01%
90
264
$5K ﹤0.01%
36
265
$5K ﹤0.01%
50
266
$5K ﹤0.01%
76
-11
267
$5K ﹤0.01%
37
268
$5K ﹤0.01%
47
269
$5K ﹤0.01%
100
270
$5K ﹤0.01%
100
271
$5K ﹤0.01%
15
272
$5K ﹤0.01%
68
273
$5K ﹤0.01%
93
274
$4K ﹤0.01%
80
275
$4K ﹤0.01%
44
9 10
11
12 13