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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
58
277
$3K ﹤0.01%
10
278
$3K ﹤0.01%
251
279
$3K ﹤0.01%
50
280
$3K ﹤0.01%
268
281
$3K ﹤0.01%
104
282
$2K ﹤0.01%
35
283
$2K ﹤0.01%
300
284
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188
285
$2K ﹤0.01%
76
286
$2K ﹤0.01%
60
287
$2K ﹤0.01%
103
288
$2K ﹤0.01%
64
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76
290
$2K ﹤0.01%
138
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$2K ﹤0.01%
34
292
$1K ﹤0.01%
27
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$1K ﹤0.01%
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$1K ﹤0.01%
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295
$1K ﹤0.01%
12
296
$1K ﹤0.01%
200
297
$1K ﹤0.01%
78
298
$1K ﹤0.01%
19
299
$1K ﹤0.01%
25
300
$1K ﹤0.01%
44
10 11
12
13 14