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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$283K 0.15%
6,675
102
$277K 0.15%
1,290
103
$273K 0.14%
11,525
104
$262K 0.14%
4,600
-4,000
105
$262K 0.14%
36,792
-408
106
$260K 0.14%
9,703
-2,224
107
$250K 0.13%
3,140
108
$249K 0.13%
13,512
-7,845
109
$249K 0.13%
3,918
110
$242K 0.13%
2,081
111
$239K 0.13%
6,200
112
$232K 0.12%
+10,430
113
$228K 0.12%
2,057
+330
114
$213K 0.11%
3,400
115
$207K 0.11%
4,302
+4,156
116
$206K 0.11%
8,839
117
$202K 0.11%
1,905
118
$194K 0.1%
1,620
+205
119
$172K 0.09%
1,175
-300
120
$168K 0.09%
6,100
121
$165K 0.09%
7,338
-47,177
122
$161K 0.08%
1,075
123
$149K 0.08%
990
124
$137K 0.07%
3,000
125
$131K 0.07%
800
-300
3 4
5
6 7