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 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
200
327
$1K ﹤0.01%
+19
328
$1K ﹤0.01%
12
329
$1K ﹤0.01%
44
330
$1K ﹤0.01%
46
331
$1K ﹤0.01%
81
332
$1K ﹤0.01%
18
333
$1K ﹤0.01%
22
334
$1K ﹤0.01%
200
335
$1K ﹤0.01%
17
336
$1K ﹤0.01%
8
337
$1K ﹤0.01%
+34
338
– –
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339
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340
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341
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342
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343
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344
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345
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346
$0 ﹤0.01%
1
347
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348
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349
– –
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350
– –
-873
11 12 13
14
15