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
26
$1.42M 1.05%
74,172
-9,940
27
$1.39M 1.03%
18,650
+1,750
28
$1.35M 1%
56,412
-500
29
$1.35M 1%
12,226
+378
30
$1.34M 1%
33,895
-1,000
31
$1.29M 0.96%
49,931
-2,675
32
$1.28M 0.95%
21,169
-440
33
$1.23M 0.91%
24,633
-2,699
34
$1.21M 0.9%
12,390
-375
35
$1.21M 0.9%
50,392
+2,524
36
$1.2M 0.89%
13,738
-1,575
37
$1.17M 0.86%
22,655
+5,150
38
$1.15M 0.85%
22,133
-6,700
39
$1.12M 0.83%
26,054
+800
40
$1.08M 0.8%
46,008
41
$1.06M 0.79%
19,575
-2,148
42
$1.06M 0.79%
11,612
-522
43
$1.06M 0.79%
24,120
-2,275
44
$1.05M 0.78%
28,966
+1,650
45
$996K 0.74%
10,250
+785
46
$985K 0.73%
10,050
+2,000
47
$962K 0.71%
7,664
-1,590
48
$891K 0.66%
12,663
-23,000
49
$851K 0.63%
9,066
50
$845K 0.63%
37,740
-100
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2
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