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
$197M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$403K
3
+$367K
4
WBA
Walgreens Boots Alliance
WBA
+$153K
5
WFC icon
Wells Fargo
WFC
+$130K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$899K
4
PFE icon
Pfizer
PFE
+$292K
5
APD icon
Air Products & Chemicals
APD
+$192K

Sector Composition

1 Financials 26.97%
2 Technology 11.85%
3 Healthcare 11.35%
4 Consumer Staples 10.58%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.64%
24,110
-500
52
$1.26M 0.64%
10,875
-200
53
$1.26M 0.64%
22,088
+75
54
$1.25M 0.64%
11,099
-529
55
$1.15M 0.58%
13,039
56
$1.14M 0.58%
21,219
-100
57
$1.06M 0.54%
13,000
-100
58
$1.03M 0.52%
14,625
59
$993K 0.5%
34,500
+4,000
60
$968K 0.49%
18,499
-903
61
$959K 0.49%
12,779
-16,887
62
$942K 0.48%
5,700
-300
63
$927K 0.47%
5,032
+232
64
$907K 0.46%
9,701
-285
65
$825K 0.42%
16,401
-320
66
$772K 0.39%
12,657
-200
67
$755K 0.38%
9,038
+100
68
$719K 0.36%
10,030
-400
69
$713K 0.36%
43,662
+24,700
70
$706K 0.36%
5,295
71
$698K 0.35%
10,600
72
$688K 0.35%
8,758
-690
73
$682K 0.35%
57,937
74
$663K 0.34%
8,719
+373
75
$655K 0.33%
3,950
-100
1 2
3
4 5