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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$542K 0.29%
8,345
-950
77
$541K 0.29%
6,890
+3,665
78
$511K 0.27%
7,110
79
$490K 0.26%
9,617
+45
80
$481K 0.25%
14,141
-783
81
$464K 0.24%
8,500
-5,075
82
$462K 0.24%
3,900
83
$458K 0.24%
5,000
84
$456K 0.24%
3,156
-100
85
$435K 0.23%
57,937
-1,500
86
$415K 0.22%
2,640
-750
87
$409K 0.22%
363
88
$395K 0.21%
9,692
-2,224
89
$395K 0.21%
15,282
90
$386K 0.2%
9,894
+6,250
91
$381K 0.2%
700
92
$362K 0.19%
2,675
+300
93
$324K 0.17%
10,178
-175
94
$324K 0.17%
8,272
-100
95
$323K 0.17%
5,300
-652
96
$320K 0.17%
7,607
-1,000
97
$299K 0.16%
3,426
98
$298K 0.16%
12,006
99
$297K 0.16%
4,128
100
$296K 0.16%
+5,214
2 3
4
5 6