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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.12%
14,014
+7,100
27
$1.77M 1.12%
57,210
+5,560
28
$1.51M 0.95%
30,920
-250
29
$1.5M 0.95%
49,225
-150
30
$1.49M 0.94%
19,770
+450
31
$1.41M 0.89%
24,730
+1,375
32
$1.38M 0.87%
10,324
-432
33
$1.35M 0.85%
55,980
-350
34
$1.33M 0.84%
25,804
+425
35
$1.31M 0.83%
44,432
+1,400
36
$1.29M 0.81%
28,950
+1,000
37
$1.24M 0.78%
26,466
-500
38
$1.19M 0.75%
41,950
+4,450
39
$1.19M 0.75%
24,566
+1,450
40
$1.17M 0.74%
18,509
-50
41
$1.17M 0.74%
16,245
+900
42
$1.15M 0.73%
19,477
+950
43
$1.14M 0.72%
13,439
+2,128
44
$1.11M 0.7%
18,560
+400
45
$1.08M 0.68%
33,366
+950
46
$1.06M 0.67%
28,420
+4,700
47
$1.05M 0.66%
25,760
+1,000
48
$1.03M 0.65%
24,605
+1,650
49
$956K 0.6%
23,388
-2,950
50
$898K 0.57%
12,170
-1,000
1
2
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