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
351
– –
-407
352
– –
-1,119
353
– –
-4,000
354
$0 ﹤0.01%
5
355
– –
-175
356
– –
-46
357
– –
-150
358
$0 ﹤0.01%
22
359
$0 ﹤0.01%
4
360
$0 ﹤0.01%
4
361
$0 ﹤0.01%
54
362
$0 ﹤0.01%
150
363
– –
-295
364
– –
-130
365
$0 ﹤0.01%
3
366
– –
-25
11 12 13 14
15