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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$172K 0.11%
2,250
-100
102
$170K 0.11%
2,500
-1,500
103
$165K 0.1%
4,320
+200
104
$163K 0.1%
+1,000
105
$162K 0.1%
2,768
+1,000
106
$155K 0.1%
2,335
107
$154K 0.1%
2,368
108
$141K 0.09%
4,416
109
$136K 0.09%
1,020
110
$134K 0.08%
3,983
111
$125K 0.08%
3,621
-550
112
$122K 0.08%
550
-100
113
$118K 0.07%
3,892
114
$118K 0.07%
975
115
$115K 0.07%
875
116
$112K 0.07%
1,456
117
$112K 0.07%
1,049
118
$110K 0.07%
900
119
$109K 0.07%
975
120
$103K 0.06%
2,768
121
$102K 0.06%
1,237
122
$101K 0.06%
1,250
123
$99K 0.06%
1,800
-100
124
$91K 0.06%
1,100
125
$90K 0.06%
865
3 4
5
6 7