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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$80K 0.05%
1,700
127
$75K 0.05%
1,119
+993
128
$71K 0.04%
2,400
129
$69K 0.04%
650
-50
130
$68K 0.04%
3,233
+3,000
131
$64K 0.04%
2,600
-1,400
132
$64K 0.04%
500
133
$62K 0.04%
900
+200
134
$60K 0.04%
654
-50
135
$60K 0.04%
2,102
136
$58K 0.04%
2,166
-65
137
$53K 0.03%
6,225
+4,500
138
$48K 0.03%
+3,389
139
$48K 0.03%
+3,352
140
$47K 0.03%
3,294
141
$47K 0.03%
3,480
142
$46K 0.03%
1,099
-60
143
$46K 0.03%
400
144
$45K 0.03%
2,000
145
$45K 0.03%
1,500
146
$41K 0.03%
350
147
$40K 0.03%
200
148
$39K 0.02%
1,500
149
$38K 0.02%
5,343
+120
150
$38K 0.02%
600
4 5
6
7 8