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
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.07%
29,763
-275
27
$2.19M 1.02%
41,832
+123
28
$2.01M 0.94%
10,202
+345
29
$2M 0.93%
51,358
-5,556
30
$1.98M 0.92%
19,522
+422
31
$1.96M 0.92%
22,527
-17
32
$1.87M 0.87%
30,112
-423
33
$1.8M 0.84%
17,335
+416
34
$1.8M 0.84%
6,090
+150
35
$1.79M 0.83%
20,895
-605
36
$1.75M 0.82%
8,250
+400
37
$1.74M 0.81%
8,628
38
$1.66M 0.78%
23,882
-600
39
$1.62M 0.75%
4,941
+360
40
$1.62M 0.75%
3,912
+259
41
$1.6M 0.75%
11,446
+35
42
$1.59M 0.74%
8,391
+2,568
43
$1.56M 0.73%
16,768
-183
44
$1.48M 0.69%
38,679
-114
45
$1.45M 0.68%
11,813
+72
46
$1.4M 0.65%
10,968
-66
47
$1.34M 0.63%
19,780
+1,007
48
$1.31M 0.61%
18,825
-676
49
$1.28M 0.6%
2,716
-391
50
$1.27M 0.59%
14,467
-1,076
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