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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$524K
3 +$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1 +$606K
2 +$89.3K
3 +$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.47%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$5K ﹤0.01%
100
277
$5K ﹤0.01%
100
278
$5K ﹤0.01%
143
279
$5K ﹤0.01%
15
280
$5K ﹤0.01%
68
281
$5K ﹤0.01%
100
282
$4K ﹤0.01%
44
283
$4K ﹤0.01%
104
284
$4K ﹤0.01%
114
285
$4K ﹤0.01%
38
286
$4K ﹤0.01%
51
287
$4K ﹤0.01%
48
288
$4K ﹤0.01%
120
289
$4K ﹤0.01%
39
290
$4K ﹤0.01%
37
291
$4K ﹤0.01%
84
292
$4K ﹤0.01%
40
293
$4K ﹤0.01%
105
294
$4K ﹤0.01%
109
295
$4K ﹤0.01%
200
296
0
297
$4K ﹤0.01%
100
298
$3K ﹤0.01%
41
299
$3K ﹤0.01%
251
300
$3K ﹤0.01%
300