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
$199M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$178K
3
+$145K
4
MCHP icon
Microchip Technology
MCHP
+$144K
5
NKE icon
Nike
NKE
+$122K

Top Sells

1
+$236K
2
+$196K
3
+$165K
4
WFC icon
Wells Fargo
WFC
+$126K
5
GIS icon
General Mills
GIS
+$120K

Sector Composition

1 Financials 23.92%
2 Technology 15.5%
3 Healthcare 12.37%
4 Consumer Staples 10.96%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$588K 0.3%
43,812
77
$585K 0.29%
3,556
+400
78
$574K 0.29%
2,590
-50
79
$540K 0.27%
6,840
-50
80
$529K 0.27%
8,500
81
$520K 0.26%
5,000
82
$506K 0.25%
3,900
83
$494K 0.25%
10,694
+800
84
$455K 0.23%
9,680
-12
85
$453K 0.23%
9,617
86
$452K 0.23%
2,725
+50
87
$436K 0.22%
14,015
-126
88
$428K 0.22%
363
89
$394K 0.2%
700
90
$393K 0.2%
57,937
91
$372K 0.19%
14,585
-697
92
$370K 0.19%
+1,100
93
$369K 0.19%
7,110
94
$351K 0.18%
2,107
+50
95
$325K 0.16%
5,214
96
$321K 0.16%
4,130
+2
97
$320K 0.16%
8,272
98
$319K 0.16%
10,430
99
$305K 0.15%
4,800
-500
100
$305K 0.15%
10,178
2 3
4
5 6