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
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$200K
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$147K
5
ORCL icon
Oracle
ORCL
+$139K

Top Sells

1
+$506K
2
+$272K
3
+$226K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$141K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.52%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$918K 0.6%
7,064
52
$886K 0.58%
16,338
+52
53
$863K 0.56%
10,729
-451
54
$849K 0.55%
21,332
+3,774
55
$829K 0.54%
11,980
56
$818K 0.53%
5,450
+50
57
$792K 0.52%
59,437
58
$750K 0.49%
16,679
+3,100
59
$749K 0.49%
10,344
60
$734K 0.48%
8,800
-1,337
61
$724K 0.47%
17,660
+1,300
62
$702K 0.46%
13,175
-500
63
$698K 0.46%
10,640
64
$694K 0.45%
12,988
+240
65
$684K 0.45%
18,822
-73
66
$654K 0.43%
19,131
-508
67
$652K 0.43%
10,597
-266
68
$649K 0.42%
7,335
-250
69
$635K 0.41%
5,497
-236
70
$602K 0.39%
22,773
-560
71
$594K 0.39%
7,295
+1,050
72
$564K 0.37%
8,420
73
$560K 0.37%
19,560
+1,800
74
$551K 0.36%
6,590
75
$532K 0.35%
7,535
+1,800
1 2
3
4 5