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
$199M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$178K
3
+$145K
4
MCHP icon
Microchip Technology
MCHP
+$144K
5
NKE icon
Nike
NKE
+$122K

Top Sells

1
+$236K
2
+$196K
3
+$165K
4
WFC icon
Wells Fargo
WFC
+$126K
5
GIS icon
General Mills
GIS
+$120K

Sector Composition

1 Financials 23.92%
2 Technology 15.5%
3 Healthcare 12.37%
4 Consumer Staples 10.96%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.15%
3,426
102
$292K 0.15%
12,006
103
$279K 0.14%
9,691
-12
104
$275K 0.14%
11,450
-75
105
$275K 0.14%
2,081
106
$274K 0.14%
1,215
-75
107
$257K 0.13%
3,140
108
$255K 0.13%
1,620
109
$250K 0.13%
4,600
110
$244K 0.12%
7,418
-189
111
$240K 0.12%
6,675
112
$235K 0.12%
3,400
113
$232K 0.12%
1,905
114
$215K 0.11%
3,618
-300
115
$213K 0.11%
6,200
116
$209K 0.11%
4,302
117
$200K 0.1%
1,130
+330
118
$199K 0.1%
36,792
119
$193K 0.1%
3,300
+1,544
120
$186K 0.09%
1,209
+34
121
$172K 0.09%
11,062
-2,450
122
$165K 0.08%
6,100
123
$163K 0.08%
5,715
-1,623
124
$157K 0.08%
8,965
+126
125
$153K 0.08%
990
3 4
5
6 7