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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$168K 0.12%
9,779
-2,100
102
$167K 0.12%
2,000
103
$166K 0.12%
1,878
-183
104
$162K 0.12%
9,900
-5,000
105
$160K 0.12%
3,983
106
$146K 0.11%
4,200
+1,000
107
$144K 0.11%
1,690
108
$143K 0.11%
5,708
-1,412
109
$141K 0.1%
1,354
110
$132K 0.1%
3,271
-400
111
$129K 0.1%
1,316
112
$123K 0.09%
1,768
113
$121K 0.09%
2,400
114
$120K 0.09%
1,064
-150
115
$120K 0.09%
1,061
-150
116
$118K 0.09%
2,335
117
$117K 0.09%
5,418
-162
118
$111K 0.08%
4,416
-125
119
$109K 0.08%
2,280
-12
120
$107K 0.08%
1,167
-247
121
$98K 0.07%
900
122
$98K 0.07%
600
123
$97K 0.07%
360
124
$91K 0.07%
1,150
125
$91K 0.07%
921
3 4
5
6 7