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
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$415K
2 +$184K
3 +$143K
4
BAC icon
Bank of America
BAC
+$98.6K
5
PFIS icon
Peoples Financial Services
PFIS
+$98.3K

Top Sells

1 +$620K
2 +$548K
3 +$363K
4
PM icon
Philip Morris
PM
+$328K
5
CVX icon
Chevron
CVX
+$222K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
30
302
$0 ﹤0.01%
46
303
$0 ﹤0.01%
22
304
$0 ﹤0.01%
12
305
-15,337
306
-97
307
-81
308
-1,800
309
-150