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
$170M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$639K
3
+$462K
4
ECL icon
Ecolab
ECL
+$417K
5
BA icon
Boeing
BA
+$163K

Top Sells

1
+$489K
2
+$324K
3
+$288K
4
AXP icon
American Express
AXP
+$226K
5
CVX icon
Chevron
CVX
+$127K

Sector Composition

1 Financials 26.32%
2 Technology 13.53%
3 Healthcare 12.69%
4 Consumer Staples 11.17%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$505K 0.3%
8,600
-2,000
77
$503K 0.3%
4,150
-200
78
$474K 0.28%
5,800
79
$468K 0.28%
3,390
-350
80
$453K 0.27%
9,572
81
$451K 0.27%
5,000
82
$438K 0.26%
59,437
+1,500
83
$435K 0.26%
3,256
84
$428K 0.25%
7,380
+660
85
$422K 0.25%
12,375
-120
86
$417K 0.25%
+2,675
87
$401K 0.24%
15,282
88
$382K 0.22%
7,110
-834
89
$353K 0.21%
3,900
90
$349K 0.21%
11,916
-70
91
$324K 0.19%
8,372
-200
92
$322K 0.19%
4,128
93
$321K 0.19%
12,006
+670
94
$319K 0.19%
1,710
+505
95
$318K 0.19%
5,952
96
$308K 0.18%
700
97
$307K 0.18%
363
98
$306K 0.18%
6,675
-50
99
$288K 0.17%
21,357
+735
100
$283K 0.17%
3,426
2 3
4
5 6