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
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$200K
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$147K
5
ORCL icon
Oracle
ORCL
+$139K

Top Sells

1
+$506K
2
+$272K
3
+$226K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$141K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.52%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$161K 0.11%
4,021
-766
102
$160K 0.1%
5,508
-200
103
$151K 0.1%
4,200
104
$141K 0.09%
2,335
105
$139K 0.09%
1,768
106
$129K 0.08%
1,166
107
$127K 0.08%
1,337
108
$125K 0.08%
1,067
+23
109
$124K 0.08%
900
110
$124K 0.08%
5,580
111
$123K 0.08%
3,983
112
$121K 0.08%
986
113
$118K 0.08%
4,416
114
$109K 0.07%
2,000
115
$103K 0.07%
1,065
+505
116
$102K 0.07%
1,237
117
$100K 0.07%
1,250
118
$97K 0.06%
900
119
$96K 0.06%
1,456
120
$84K 0.05%
800
121
$83K 0.05%
1,100
-500
122
$83K 0.05%
780
123
$82K 0.05%
1,515
-180
124
$80K 0.05%
4,480
125
$70K 0.05%
3,854
-1,541
3 4
5
6 7