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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$365K 0.27%
19,421
77
$348K 0.26%
5,911
78
$347K 0.26%
4,350
-200
79
$339K 0.25%
6,559
-3,584
80
$338K 0.25%
3,488
-26
81
$334K 0.25%
5,735
+425
82
$312K 0.23%
2,525
83
$311K 0.23%
2,825
84
$308K 0.23%
3,849
-550
85
$299K 0.22%
8,223
-100
86
$284K 0.21%
3,687
-12,050
87
$279K 0.21%
2,800
-790
88
$275K 0.2%
7,800
-100
89
$273K 0.2%
5,585
90
$267K 0.2%
18,167
+221
91
$254K 0.19%
6,455
92
$241K 0.18%
8,672
-8,030
93
$225K 0.17%
3,000
+500
94
$212K 0.16%
4,200
+500
95
$198K 0.15%
2,591
-1,005
96
$198K 0.15%
3,000
-50
97
$194K 0.14%
3,674
98
$185K 0.14%
2,750
99
$175K 0.13%
2,900
-300
100
$168K 0.12%
2,100
2 3
4
5 6