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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$88K 0.07%
2,184
127
$85K 0.06%
8,480
128
$82K 0.06%
1,800
129
$80K 0.06%
4,248
+3,748
130
$78K 0.06%
1,456
131
$72K 0.05%
1,900
132
$68K 0.05%
2,000
133
$67K 0.05%
1,679
134
$66K 0.05%
1,500
135
$64K 0.05%
3,294
136
$59K 0.04%
2,102
137
$55K 0.04%
1,256
138
$52K 0.04%
5,000
139
$50K 0.04%
1,401
140
$49K 0.04%
1,257
141
$49K 0.04%
1,500
-561
142
$47K 0.03%
753
143
$45K 0.03%
1,256
144
$42K 0.03%
560
-2,000
145
$42K 0.03%
1,562
146
$41K 0.03%
500
-200
147
$41K 0.03%
400
148
$38K 0.03%
2,800
149
$38K 0.03%
889
+214
150
$38K 0.03%
310
-180
4 5
6
7 8