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
26
$1.82M 1.07%
9,098
-130
27
$1.71M 1%
50,370
+190
28
$1.69M 0.99%
15,919
-687
29
$1.65M 0.97%
9,045
+180
30
$1.63M 0.96%
28,100
-100
31
$1.6M 0.94%
17,825
+1,215
32
$1.59M 0.93%
29,406
-100
33
$1.57M 0.92%
19,840
+262
34
$1.52M 0.89%
38,610
+375
35
$1.49M 0.88%
20,581
-1,750
36
$1.47M 0.87%
17,189
-2,641
37
$1.47M 0.87%
27,892
-325
38
$1.41M 0.83%
48,557
-65
39
$1.4M 0.82%
25,808
-155
40
$1.38M 0.81%
21,035
+225
41
$1.31M 0.77%
27,470
+2,000
42
$1.28M 0.75%
10,700
43
$1.24M 0.73%
8,315
+1,090
44
$1.22M 0.72%
8,628
45
$1.12M 0.66%
11,606
+1,440
46
$1.07M 0.63%
13,239
+200
47
$1.06M 0.63%
22,033
+200
48
$1.06M 0.62%
13,000
49
$1.05M 0.62%
20,917
50
$1.05M 0.61%
17,630
1
2
3 4 5