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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$828K 0.61%
11,260
+4,888
52
$823K 0.61%
12,130
-57
53
$822K 0.61%
21,355
+3,775
54
$796K 0.59%
59,437
-1,500
55
$790K 0.59%
12,180
-200
56
$773K 0.57%
13,120
-100
57
$752K 0.56%
10,707
+554
58
$732K 0.54%
6,930
-130
59
$687K 0.51%
5,500
-100
60
$682K 0.51%
19,744
61
$670K 0.5%
10,028
-180
62
$662K 0.49%
7,285
-150
63
$659K 0.49%
17,918
-18,973
64
$655K 0.49%
14,425
65
$626K 0.46%
7,645
66
$615K 0.46%
8,420
-750
67
$614K 0.46%
15,348
+552
68
$608K 0.45%
16,560
+1,000
69
$585K 0.43%
14,304
-400
70
$575K 0.43%
9,350
-12,800
71
$514K 0.38%
5,245
-20,471
72
$477K 0.35%
6,688
73
$468K 0.35%
18,360
-150
74
$433K 0.32%
7,723
75
$398K 0.3%
10,641
-250
1 2
3
4 5