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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.02%
8,628
27
$2.27M 0.98%
19,160
-2,164
28
$2.26M 0.98%
40,606
+1,553
29
$2.23M 0.97%
22,795
-90
30
$2.08M 0.9%
14,940
-160
31
$2.07M 0.89%
33,375
+329
32
$2.06M 0.89%
16,585
-1,908
33
$2.06M 0.89%
24,272
-2,685
34
$1.93M 0.84%
41,978
-3,440
35
$1.89M 0.82%
11,381
+322
36
$1.87M 0.81%
22,760
-735
37
$1.84M 0.79%
25,332
-250
38
$1.77M 0.77%
3,900
+2,500
39
$1.64M 0.71%
10,699
-251
40
$1.63M 0.71%
8,853
-1,314
41
$1.63M 0.7%
19,642
-831
42
$1.61M 0.7%
56,464
-3,500
43
$1.59M 0.69%
9,652
+1,129
44
$1.59M 0.69%
3,611
+428
45
$1.58M 0.68%
88,548
-5,627
46
$1.52M 0.66%
22,527
+463
47
$1.52M 0.66%
5,094
+399
48
$1.47M 0.64%
10,949
+700
49
$1.43M 0.62%
13,206
+1,955
50
$1.41M 0.61%
7,375
-860
1
2
3 4 5