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
$199M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$178K
3
+$145K
4
MCHP icon
Microchip Technology
MCHP
+$144K
5
NKE icon
Nike
NKE
+$122K

Top Sells

1
+$236K
2
+$196K
3
+$165K
4
WFC icon
Wells Fargo
WFC
+$126K
5
GIS icon
General Mills
GIS
+$120K

Sector Composition

1 Financials 23.92%
2 Technology 15.5%
3 Healthcare 12.37%
4 Consumer Staples 10.96%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.59%
9,985
+700
52
$1.17M 0.59%
9,974
-600
53
$1.16M 0.58%
13,084
-175
54
$1.14M 0.58%
4,550
+400
55
$1.12M 0.56%
10,197
56
$1.1M 0.56%
30,310
+2,650
57
$1.06M 0.54%
8,464
+970
58
$1.05M 0.53%
4,915
-50
59
$1.03M 0.52%
12,755
60
$997K 0.5%
2,603
+100
61
$973K 0.49%
6,975
+775
62
$941K 0.47%
3,390
+640
63
$933K 0.47%
15,379
-1,065
64
$930K 0.47%
12,680
65
$906K 0.46%
4,535
+250
66
$885K 0.45%
24,688
67
$788K 0.4%
5,332
68
$747K 0.38%
16,020
69
$721K 0.36%
12,538
-593
70
$716K 0.36%
9,557
71
$702K 0.35%
8,345
72
$691K 0.35%
8,945
73
$636K 0.32%
27,066
-5,364
74
$614K 0.31%
5,800
75
$597K 0.3%
10,761
-11
1 2
3
4 5