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
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.58%
22,637
+1,134
52
$1.22M 0.57%
21,877
-700
53
$1.22M 0.57%
3,154
+295
54
$1.2M 0.56%
14,470
+183
55
$1.12M 0.52%
11,610
-200
56
$1.05M 0.49%
8,253
57
$1.01M 0.47%
6,079
-19
58
$980K 0.46%
10,009
59
$979K 0.46%
5,047
-41
60
$965K 0.45%
4,553
-127
61
$955K 0.45%
4,237
-172
62
$951K 0.44%
19,347
-969
63
$943K 0.44%
3,900
+83
64
$918K 0.43%
33,016
-2,500
65
$899K 0.42%
4,243
-100
66
$892K 0.42%
363
67
$850K 0.4%
22,427
-419
68
$839K 0.39%
5,558
-50
69
$839K 0.39%
5,725
-800
70
$837K 0.39%
6,382
+103
71
$810K 0.38%
13,974
+460
72
$797K 0.37%
9,628
+129
73
$781K 0.36%
3,509
-550
74
$761K 0.36%
1,138
+5
75
$741K 0.35%
22,000
1 2
3
4 5