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
276
$3K ﹤0.01%
30
277
$3K ﹤0.01%
268
278
$3K ﹤0.01%
59
279
$3K ﹤0.01%
20
280
$3K ﹤0.01%
60
281
$3K ﹤0.01%
100
282
$3K ﹤0.01%
100
283
$3K ﹤0.01%
111
284
$2K ﹤0.01%
95
285
$2K ﹤0.01%
69
286
$2K ﹤0.01%
50
287
$2K ﹤0.01%
88
288
$2K ﹤0.01%
200
289
$2K ﹤0.01%
64
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$1K ﹤0.01%
100
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$1K ﹤0.01%
50
-130
292
$1K ﹤0.01%
11
293
$1K ﹤0.01%
93
294
$1K ﹤0.01%
100
295
$1K ﹤0.01%
+58
296
– –
-78
297
– –
-100
298
– –
-2,395
299
$0 ﹤0.01%
8
300
– –
-30
10 11
12
13 14