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
$197M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$403K
3
+$367K
4
WBA
Walgreens Boots Alliance
WBA
+$153K
5
WFC icon
Wells Fargo
WFC
+$130K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$899K
4
PFE icon
Pfizer
PFE
+$292K
5
APD icon
Air Products & Chemicals
APD
+$192K

Sector Composition

1 Financials 26.97%
2 Technology 11.85%
3 Healthcare 11.35%
4 Consumer Staples 10.58%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.06%
46,118
+1,300
27
$2.09M 1.06%
9,233
-850
28
$2.08M 1.06%
26,027
+79
29
$2.07M 1.05%
37,845
-135
30
$1.9M 0.96%
37,032
+400
31
$1.86M 0.94%
16,655
-105
32
$1.83M 0.93%
8,605
-100
33
$1.81M 0.92%
50,091
34
$1.8M 0.91%
16,275
35
$1.76M 0.9%
23,270
-500
36
$1.72M 0.87%
20,510
-100
37
$1.66M 0.84%
22,855
+1,200
38
$1.66M 0.84%
19,678
-225
39
$1.63M 0.82%
24,370
+375
40
$1.6M 0.81%
11,625
+35
41
$1.53M 0.78%
7,705
-20
42
$1.53M 0.78%
29,210
+360
43
$1.52M 0.77%
32,134
+2,750
44
$1.51M 0.77%
8,956
45
$1.5M 0.76%
27,800
-1,000
46
$1.46M 0.74%
55,390
+650
47
$1.45M 0.73%
17,630
-178
48
$1.44M 0.73%
10,276
+400
49
$1.43M 0.73%
25,950
-300
50
$1.43M 0.72%
29,831
-582
1
2
3 4 5