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
$170M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$639K
3
+$462K
4
ECL icon
Ecolab
ECL
+$417K
5
BA icon
Boeing
BA
+$163K

Top Sells

1
+$489K
2
+$324K
3
+$288K
4
AXP icon
American Express
AXP
+$226K
5
CVX icon
Chevron
CVX
+$127K

Sector Composition

1 Financials 26.32%
2 Technology 13.53%
3 Healthcare 12.69%
4 Consumer Staples 11.17%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.17%
11,927
-70
102
$265K 0.16%
8,607
-1,334
103
$256K 0.15%
10,353
-400
104
$251K 0.15%
3,140
105
$245K 0.14%
11,525
+600
106
$225K 0.13%
3,225
+75
107
$216K 0.13%
8,839
108
$213K 0.13%
6,101
109
$211K 0.12%
1,290
110
$209K 0.12%
6,200
+500
111
$208K 0.12%
3,918
112
$205K 0.12%
2,375
+200
113
$205K 0.12%
3,400
114
$204K 0.12%
2,081
115
$171K 0.1%
37,200
116
$170K 0.1%
1,475
+325
117
$168K 0.1%
3,100
118
$162K 0.1%
1,727
+415
119
$159K 0.09%
1,905
120
$146K 0.09%
6,100
121
$145K 0.09%
1,100
122
$142K 0.08%
10,344
+1,062
123
$142K 0.08%
1,075
124
$133K 0.08%
8,378
+55
125
$132K 0.08%
1,415
+15
3 4
5
6 7