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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
200
252
$5K ﹤0.01%
81
-38
253
$5K ﹤0.01%
212
254
$5K ﹤0.01%
258
255
$5K ﹤0.01%
46
256
$5K ﹤0.01%
2,000
-12,600
257
$4K ﹤0.01%
50
258
$4K ﹤0.01%
31
259
$4K ﹤0.01%
607
260
$4K ﹤0.01%
72
261
$4K ﹤0.01%
36
262
$4K ﹤0.01%
292
263
$4K ﹤0.01%
100
264
$4K ﹤0.01%
117
265
$4K ﹤0.01%
63
266
$4K ﹤0.01%
50
267
$4K ﹤0.01%
188
268
$4K ﹤0.01%
75
269
$4K ﹤0.01%
75
270
$4K ﹤0.01%
100
271
$4K ﹤0.01%
80
272
$4K ﹤0.01%
500
273
$4K ﹤0.01%
91
274
$3K ﹤0.01%
10
275
$3K ﹤0.01%
6
-293
9 10
11
12 13