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
$170M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$639K
3
+$462K
4
ECL icon
Ecolab
ECL
+$417K
5
BA icon
Boeing
BA
+$163K

Top Sells

1
+$489K
2
+$324K
3
+$288K
4
AXP icon
American Express
AXP
+$226K
5
CVX icon
Chevron
CVX
+$127K

Sector Composition

1 Financials 26.32%
2 Technology 13.53%
3 Healthcare 12.69%
4 Consumer Staples 11.17%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.61%
5,113
+50
52
$1.03M 0.6%
15,415
-7,320
53
$979K 0.58%
10,924
-75
54
$976K 0.57%
10,197
-433
55
$931K 0.55%
32,430
+45
56
$926K 0.54%
16,444
-852
57
$923K 0.54%
54,515
-150
58
$850K 0.5%
6,220
+700
59
$850K 0.5%
24,688
+540
60
$814K 0.48%
5,575
-1,970
61
$780K 0.46%
32,910
+4,850
62
$745K 0.44%
7,784
+7,300
63
$697K 0.41%
9,557
-175
64
$684K 0.4%
5,347
+8
65
$679K 0.4%
2,005
+1,365
66
$639K 0.38%
+2,475
67
$625K 0.37%
9,235
+220
68
$619K 0.36%
13,575
-350
69
$607K 0.36%
16,020
70
$606K 0.36%
9,295
-50
71
$602K 0.35%
43,762
+200
72
$593K 0.35%
8,945
-166
73
$591K 0.35%
14,924
-682
74
$555K 0.33%
6,712
+1,575
75
$535K 0.31%
3,020
-95
1 2
3
4 5