PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.58%
12,755
-245
52
$1.07M 0.57%
10,197
53
$1.07M 0.56%
20,951
+34
54
$1.06M 0.56%
13,259
+20
55
$1.02M 0.54%
16,444
56
$923K 0.49%
6,200
-20
57
$914K 0.48%
2,503
+498
58
$909K 0.48%
24,688
59
$899K 0.47%
12,680
+5,300
60
$873K 0.46%
27,660
-5,250
61
$872K 0.46%
4,965
-610
62
$852K 0.45%
4,285
+1,610
63
$847K 0.45%
9,285
+50
64
$830K 0.44%
32,430
65
$809K 0.43%
13,131
-4,499
66
$753K 0.4%
5,332
-15
67
$735K 0.39%
7,494
+782
68
$698K 0.37%
43,812
+50
69
$689K 0.36%
2,750
+1,040
70
$670K 0.35%
9,557
71
$655K 0.35%
8,945
72
$640K 0.34%
16,020
73
$582K 0.31%
4,150
74
$578K 0.3%
5,800
75
$572K 0.3%
10,772
-1,603
1 2
3
4 5