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
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$201K
3
+$110K
4
ASML icon
ASML
ASML
+$92.2K
5
PANW icon
Palo Alto Networks
PANW
+$71.6K

Top Sells

1
+$1.55M
2
+$1.26M
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$739K
5
GS icon
Goldman Sachs
GS
+$702K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARR icon
101
Carrier Global
CARR
$47.3B
$409K 0.2%
5,590
ECL icon
102
Ecolab
ECL
$78.5B
$404K 0.2%
1,499
-824
UPS icon
103
United Parcel Service
UPS
$90.7B
$398K 0.2%
3,944
MO icon
104
Altria Group
MO
$104B
$380K 0.19%
6,485
TGT icon
105
Target
TGT
$50.4B
$372K 0.18%
3,769
-1,255
DIS icon
106
Walt Disney
DIS
$199B
$348K 0.17%
2,806
-1,018
SBUX icon
107
Starbucks
SBUX
$106B
$346K 0.17%
3,779
+404
XLK icon
108
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$340K 0.17%
2,686
-5,090
AMP icon
109
Ameriprise Financial
AMP
$47.3B
$334K 0.16%
625
EXPD icon
110
Expeditors International
EXPD
$21.8B
$332K 0.16%
2,910
MPC icon
111
Marathon Petroleum
MPC
$52.8B
$324K 0.16%
1,950
MDT icon
112
Medtronic
MDT
$124B
$322K 0.16%
3,696
-329
RSP icon
113
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
$310K 0.15%
1,705
-418
CBU icon
114
Community Bank
CBU
$3.25B
$290K 0.14%
5,100
AEP icon
115
American Electric Power
AEP
$64.1B
$289K 0.14%
2,785
DHR icon
116
Danaher
DHR
$167B
$288K 0.14%
1,456
-786
XLV icon
117
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$285K 0.14%
2,113
-250
USB icon
118
US Bancorp
USB
$84.6B
$283K 0.14%
6,253
-157
ACN icon
119
Accenture
ACN
$176B
$273K 0.13%
913
-2
VOD icon
120
Vodafone
VOD
$31.6B
$269K 0.13%
25,253
-11,238
XLF icon
121
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$258K 0.13%
4,923
-12
PYPL icon
122
PayPal
PYPL
$53.2B
$254K 0.13%
3,425
-503
COP icon
123
ConocoPhillips
COP
$121B
$237K 0.12%
2,636
TMO icon
124
Thermo Fisher Scientific
TMO
$232B
$234K 0.12%
576
-547
XEL icon
125
Xcel Energy
XEL
$44.7B
$232K 0.11%
3,400
3 4
5
6 7