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
$197M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$605K
2 +$403K
3 +$367K
4
WBA
Walgreens Boots Alliance
WBA
+$153K
5
WFC icon
Wells Fargo
WFC
+$130K

Top Sells

1 +$1.27M
2 +$1.2M
3 +$899K
4
PFE icon
Pfizer
PFE
+$292K
5
APD icon
Air Products & Chemicals
APD
+$192K

Sector Composition

1 Financials 26.97%
2 Technology 11.85%
3 Healthcare 11.35%
4 Consumer Staples 10.58%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$623K 0.32%
15,670
+700
77
$605K 0.31%
+12,283
78
$590K 0.3%
16,020
-450
79
$586K 0.3%
17,151
-280
80
$585K 0.3%
41,520
81
$570K 0.29%
3,267
+131
82
$497K 0.25%
5,100
-100
83
$492K 0.25%
9,842
84
$481K 0.24%
5,800
85
$462K 0.23%
3,900
86
$436K 0.22%
9,222
-500
87
$418K 0.21%
2,550
-400
88
$416K 0.21%
2,865
89
$411K 0.21%
11,821
90
$399K 0.2%
363
91
$397K 0.2%
6,052
92
$397K 0.2%
7,894
93
$397K 0.2%
6,101
94
$369K 0.19%
8,988
+111
95
$368K 0.19%
6,725
+2,800
96
$367K 0.19%
+12,449
97
$362K 0.18%
4,128
98
$353K 0.18%
6,520
+220
99
$329K 0.17%
700
100
$317K 0.16%
3,476
-403