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
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$729K 0.34%
3,187
+559
77
$708K 0.33%
5,800
78
$699K 0.33%
24,452
-129
79
$698K 0.33%
7,952
+1,806
80
$695K 0.32%
5,179
-100
81
$694K 0.32%
3,105
+380
82
$693K 0.32%
18,527
+175
83
$689K 0.32%
6,886
84
$673K 0.31%
4,064
85
$672K 0.31%
57,937
86
$660K 0.31%
9,198
+119
87
$658K 0.31%
1,750
-60
88
$631K 0.29%
5,138
+392
89
$630K 0.29%
1,267
+59
90
$629K 0.29%
6,005
91
$614K 0.29%
6,060
92
$600K 0.28%
6,169
-538
93
$562K 0.26%
50,910
-272
94
$562K 0.26%
5,102
-348
95
$560K 0.26%
2,931
96
$555K 0.26%
2,775
97
$509K 0.24%
6,709
98
$488K 0.23%
847
+108
99
$482K 0.23%
2,285
+109
100
$468K 0.22%
7,764
-142
2 3
4
5 6