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
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$456K 0.21%
6,133
+44
102
$453K 0.21%
12,575
+238
103
$452K 0.21%
8,245
+119
104
$449K 0.21%
2,754
+170
105
$447K 0.21%
4,503
-15
106
$447K 0.21%
23,205
-1,955
107
$438K 0.2%
4,205
108
$432K 0.2%
3,130
109
$429K 0.2%
5,705
110
$429K 0.2%
13,123
-2,968
111
$426K 0.2%
5,286
+176
112
$421K 0.2%
3,253
-38
113
$406K 0.19%
1,626
+105
114
$365K 0.17%
5,100
115
$359K 0.17%
4,745
-223
116
$351K 0.16%
4,351
117
$348K 0.16%
7,600
-75
118
$338K 0.16%
3,530
119
$326K 0.15%
1,140
120
$321K 0.15%
3,800
-37
121
$316K 0.15%
2,116
122
$294K 0.14%
6,597
-100
123
$292K 0.14%
3,822
-1,213
124
$285K 0.13%
8,875
125
$270K 0.13%
2,000
3 4
5
6 7