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
$199M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$178K
3
+$145K
4
MCHP icon
Microchip Technology
MCHP
+$144K
5
NKE icon
Nike
NKE
+$122K

Top Sells

1
+$236K
2
+$196K
3
+$165K
4
WFC icon
Wells Fargo
WFC
+$126K
5
GIS icon
General Mills
GIS
+$120K

Sector Composition

1 Financials 23.92%
2 Technology 15.5%
3 Healthcare 12.37%
4 Consumer Staples 10.96%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.04%
28,100
27
$1.99M 1%
40,231
-1,850
28
$1.95M 0.98%
56,825
+200
29
$1.88M 0.95%
8,845
30
$1.84M 0.93%
67,564
-675
31
$1.81M 0.91%
21,055
+20
32
$1.76M 0.89%
18,325
-250
33
$1.72M 0.87%
17,189
34
$1.7M 0.86%
8,628
35
$1.66M 0.83%
25,270
-200
36
$1.61M 0.81%
26,157
-1,950
37
$1.59M 0.8%
30,691
+2,800
38
$1.58M 0.8%
40,150
+1,200
39
$1.55M 0.78%
7,874
+100
40
$1.55M 0.78%
10,700
41
$1.54M 0.77%
21,341
-125
42
$1.49M 0.75%
27,413
-395
43
$1.46M 0.74%
12,564
-1,415
44
$1.42M 0.71%
8,565
+275
45
$1.4M 0.7%
11,281
46
$1.38M 0.69%
47,092
-400
47
$1.29M 0.65%
14,210
-300
48
$1.29M 0.65%
21,533
49
$1.26M 0.64%
4,969
50
$1.2M 0.61%
20,951
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