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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.61%
4,254
+34
52
$1.33M 0.57%
11,876
-1,009
53
$1.29M 0.56%
20,601
+77
54
$1.23M 0.53%
8,986
-2,130
55
$1.23M 0.53%
16,519
+10,118
56
$1.17M 0.51%
7,090
-2,350
57
$1.14M 0.49%
19,116
+11,397
58
$1.11M 0.48%
3,885
+230
59
$1.09M 0.47%
11,011
-592
60
$1.03M 0.45%
11,324
-6,435
61
$1.03M 0.44%
20,712
-1,500
62
$1.02M 0.44%
4,775
+2,580
63
$1.01M 0.44%
2,435
+225
64
$997K 0.43%
4,382
-1,358
65
$989K 0.43%
20,417
-1,474
66
$964K 0.42%
19,441
-8,350
67
$944K 0.41%
4,248
+74
68
$942K 0.41%
7,244
-159
69
$925K 0.4%
4,171
-73,382
70
$916K 0.4%
3,789
-252
71
$911K 0.39%
4,285
+1,663
72
$879K 0.38%
18,770
+2,481
73
$866K 0.37%
52,112
74
$825K 0.36%
7,135
-1,590
75
$798K 0.35%
19,361
+3,561
1 2
3
4 5