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
251
$5K ﹤0.01%
50
252
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120
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100
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111
258
$5K ﹤0.01%
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$4K ﹤0.01%
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200
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263
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267
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+50
268
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269
$4K ﹤0.01%
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270
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60
271
$4K ﹤0.01%
75
272
$4K ﹤0.01%
258
273
$4K ﹤0.01%
46
274
$3K ﹤0.01%
10
275
$3K ﹤0.01%
31
9 10
11
12 13