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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.05%
28,100
27
$1.98M 1.04%
8,207
-891
28
$1.92M 1.01%
21,466
+885
29
$1.88M 0.99%
42,081
-1,000
30
$1.82M 0.96%
38,950
+340
31
$1.76M 0.93%
68,239
-6,538
32
$1.75M 0.92%
18,575
+750
33
$1.73M 0.91%
28,107
+215
34
$1.67M 0.88%
27,891
-1,515
35
$1.64M 0.86%
17,189
36
$1.61M 0.85%
13,979
-1,940
37
$1.58M 0.83%
25,470
-2,000
38
$1.58M 0.83%
8,845
-200
39
$1.55M 0.82%
21,035
40
$1.52M 0.8%
8,290
-25
41
$1.46M 0.77%
8,628
42
$1.44M 0.76%
47,492
-1,065
43
$1.44M 0.76%
27,808
+2,000
44
$1.38M 0.72%
10,700
45
$1.35M 0.71%
7,774
-10
46
$1.3M 0.68%
10,574
-350
47
$1.26M 0.66%
11,281
-325
48
$1.19M 0.63%
21,533
-500
49
$1.17M 0.62%
4,969
-144
50
$1.1M 0.58%
14,510
-905
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