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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$897K 0.57%
9,145
52
$875K 0.55%
17,260
+4,360
53
$873K 0.55%
17,308
+943
54
$872K 0.55%
10,475
+700
55
$842K 0.53%
20,990
+3,187
56
$838K 0.53%
11,860
+400
57
$819K 0.52%
11,875
-200
58
$777K 0.49%
5,475
-100
59
$758K 0.48%
12,029
-794
60
$754K 0.48%
57,937
61
$721K 0.45%
9,066
62
$710K 0.45%
7,144
+1,950
63
$708K 0.45%
7,900
-50
64
$696K 0.44%
9,692
-213
65
$682K 0.43%
4,550
-100
66
$652K 0.41%
4,847
-100
67
$651K 0.41%
15,837
+500
68
$626K 0.39%
9,151
-116
69
$620K 0.39%
15,337
70
$619K 0.39%
15,350
+700
71
$614K 0.39%
9,791
72
$613K 0.39%
7,596
+1,204
73
$522K 0.33%
20,375
-351
74
$508K 0.32%
16,350
+100
75
$471K 0.3%
6,275
-100
1 2
3
4 5