PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
-1.73%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$148M
AUM Growth
-$9.47M
(-6%)
Cap. Flow
-$6.13M
Cap. Flow
% of AUM
-4.14%
Top 10 Holdings %
Top 10 Hldgs %
38.97%
Holding
362
New
10
Increased
18
Reduced
91
Closed
25
Top Buys
| 1 |
GSK
GSK
|
$181K |
| 2 |
Coca-Cola
KO
|
$171K |
| 3 |
McDonald's
MCD
|
$156K |
| 4 |
IBM
IBM
|
$119K |
| 5 |
Kellanova
K
|
$98.7K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$738K |
| 2 |
PPL Corp
PPL
|
$577K |
| 3 |
Intel
INTC
|
$414K |
| 4 |
Procter & Gamble
PG
|
$335K |
| 5 |
Johnson & Johnson
JNJ
|
$286K |
Sector Composition
| 1 | Financials | 23.5% |
| 2 | Consumer Staples | 12.67% |
| 3 | Industrials | 11.4% |
| 4 | Energy | 11.26% |
| 5 | Technology | 11.19% |
