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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$896K 0.61%
11,713
-900
52
$875K 0.59%
21,030
-125
53
$810K 0.55%
10,640
54
$809K 0.55%
12,470
-50
55
$781K 0.53%
11,980
-100
56
$746K 0.5%
5,400
-100
57
$739K 0.5%
10,137
-1,595
58
$732K 0.49%
12,748
+3,160
59
$713K 0.48%
59,437
60
$688K 0.46%
10,344
61
$684K 0.46%
17,558
+2,025
62
$659K 0.45%
13,675
-450
63
$647K 0.44%
18,895
-599
64
$646K 0.44%
19,639
-1,535
65
$641K 0.43%
8,420
66
$629K 0.43%
10,863
+1,704
67
$621K 0.42%
7,585
68
$617K 0.42%
16,360
+1,800
69
$591K 0.4%
5,733
-1,118
70
$567K 0.38%
23,333
-3,786
71
$521K 0.35%
6,245
-1,400
72
$519K 0.35%
13,579
-700
73
$505K 0.34%
4,774
74
$493K 0.33%
6,590
-264
75
$453K 0.31%
17,760
1 2
3
4 5