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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.3%
5,415
+750
77
$440K 0.28%
4,290
-25
78
$434K 0.27%
7,115
-2,124
79
$434K 0.27%
19,020
-3,000
80
$405K 0.26%
5,166
81
$398K 0.25%
12,428
-109
82
$392K 0.25%
4,250
83
$388K 0.24%
5,050
-2,325
84
$382K 0.24%
13,740
-200
85
$357K 0.22%
7,550
+600
86
$343K 0.22%
4,075
+1,500
87
$331K 0.21%
6,820
88
$327K 0.21%
11,000
+5,000
89
$317K 0.2%
44,408
90
$269K 0.17%
2,865
91
$264K 0.17%
2,544
92
$260K 0.16%
2,338
93
$256K 0.16%
6,263
94
$251K 0.16%
9,881
+951
95
$244K 0.15%
3,225
96
$208K 0.13%
1,800
97
$208K 0.13%
11,420
+2,598
98
$195K 0.12%
5,300
99
$195K 0.12%
3,402
100
$181K 0.11%
1,975
+700
2 3
4
5 6