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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$795K 0.34%
22,000
-4,000
77
$785K 0.34%
8,357
78
$763K 0.33%
5,800
79
$752K 0.33%
3,545
+1,925
80
$752K 0.33%
4,260
-320
81
$742K 0.32%
363
82
$725K 0.31%
13,637
-400
83
$721K 0.31%
57,937
84
$715K 0.31%
9,714
-707
85
$691K 0.3%
6,700
-6,035
86
$667K 0.29%
3,431
87
$660K 0.29%
5,354
-85
88
$659K 0.29%
6,505
+1,885
89
$651K 0.28%
8,517
+3,415
90
$635K 0.27%
6,348
-45
91
$620K 0.27%
16,184
+979
92
$597K 0.26%
2,298
+567
93
$596K 0.26%
9,851
-613
94
$571K 0.25%
1,377
+447
95
$564K 0.24%
6,537
-523
96
$561K 0.24%
2,775
97
$558K 0.24%
8,763
-707
98
$548K 0.24%
2,961
-359
99
$535K 0.23%
700
100
$512K 0.22%
6,005
-1,010
2 3
4
5 6