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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.17%
4 Energy 12.75%
5 Technology 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
103
302
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232
303
$3K ﹤0.01%
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304
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71
305
$3K ﹤0.01%
37
306
– –
0
307
$2K ﹤0.01%
+40
308
$2K ﹤0.01%
42
309
$2K ﹤0.01%
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310
$2K ﹤0.01%
41
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$2K ﹤0.01%
188
312
$2K ﹤0.01%
78
313
$2K ﹤0.01%
37
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315
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80
316
$2K ﹤0.01%
62
317
$2K ﹤0.01%
64
318
$2K ﹤0.01%
113
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$2K ﹤0.01%
100
320
$2K ﹤0.01%
58
321
$2K ﹤0.01%
138
322
$2K ﹤0.01%
39
323
$2K ﹤0.01%
35
324
$1K ﹤0.01%
27
325
$1K ﹤0.01%
+100
11 12
13
14 15