PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
240
277
$1K ﹤0.01%
100
278
$1K ﹤0.01%
30
279
$1K ﹤0.01%
100
280
– –
-3,000
281
$0 ﹤0.01%
10
282
$0 ﹤0.01%
50
283
– –
0
284
– –
-3,389
285
– –
-3,352
286
$0 ﹤0.01%
16
287
– –
-134
288
$0 ﹤0.01%
11
289
$0 ﹤0.01%
33
290
– –
-3,250
8 9 10 11
12