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
$170M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$639K
3
+$462K
4
ECL icon
Ecolab
ECL
+$417K
5
BA icon
Boeing
BA
+$163K

Top Sells

1
+$489K
2
+$324K
3
+$288K
4
AXP icon
American Express
AXP
+$226K
5
CVX icon
Chevron
CVX
+$127K

Sector Composition

1 Financials 26.32%
2 Technology 13.53%
3 Healthcare 12.69%
4 Consumer Staples 11.17%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-51
327
– –
-19
328
$0 ﹤0.01%
16
-16
329
– –
-100
330
$0 ﹤0.01%
11
331
$0 ﹤0.01%
62
332
– –
-30
333
– –
-100
334
$0 ﹤0.01%
46
335
$0 ﹤0.01%
33
336
– –
-1,000
337
– –
-50
338
– –
-75
339
$0 ﹤0.01%
8
340
$0 ﹤0.01%
80
341
– –
-100
342
$0 ﹤0.01%
6
343
$0 ﹤0.01%
78
344
$0 ﹤0.01%
8
345
– –
-10
346
$0 ﹤0.01%
42
347
$0 ﹤0.01%
75
348
$0 ﹤0.01%
+4
349
– –
-22
350
– –
-66
10 11 12 13
14