PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+2.8%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$159M
AUM Growth
+$7.13M
(+4.7%)
Cap. Flow
+$3.65M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
36.3%
Holding
315
New
5
Increased
58
Reduced
51
Closed
10
Top Buys
| 1 |
Boeing
BA
|
$901K |
| 2 |
PepsiCo
PEP
|
$231K |
| 3 |
GSK
GSK
|
$221K |
| 4 |
Walt Disney
DIS
|
$194K |
| 5 |
Bristol-Myers Squibb
BMY
|
$192K |
Top Sells
| 1 |
Fastenal
FAST
|
$257K |
| 2 |
Deere & Co
DE
|
$179K |
| 3 |
VF Corp
VFC
|
$130K |
| 4 |
Oracle
ORCL
|
$121K |
| 5 |
IBM
IBM
|
$112K |
Sector Composition
| 1 | Financials | 23.52% |
| 2 | Consumer Staples | 13.03% |
| 3 | Industrials | 11.64% |
| 4 | Healthcare | 11.05% |
| 5 | Technology | 9.89% |
