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
$170M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$639K
3
+$462K
4
ECL icon
Ecolab
ECL
+$417K
5
BA icon
Boeing
BA
+$163K

Top Sells

1
+$489K
2
+$324K
3
+$288K
4
AXP icon
American Express
AXP
+$226K
5
CVX icon
Chevron
CVX
+$127K

Sector Composition

1 Financials 26.32%
2 Technology 13.53%
3 Healthcare 12.69%
4 Consumer Staples 11.17%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$131K 0.08%
299
127
$125K 0.07%
3,644
128
$118K 0.07%
900
129
$113K 0.07%
3,000
130
$109K 0.06%
1,453
131
$105K 0.06%
7,080
132
$101K 0.06%
990
-742
133
$99K 0.06%
994
+14
134
$97K 0.06%
5,100
135
$91K 0.05%
7,784
-200
136
$88K 0.05%
3,610
137
$84K 0.05%
1,986
138
$84K 0.05%
2,500
139
$83K 0.05%
629
140
$82K 0.05%
2,395
141
$82K 0.05%
1,376
+370
142
$79K 0.05%
675
143
$74K 0.04%
500
144
$70K 0.04%
2,130
145
$69K 0.04%
6,900
146
$67K 0.04%
1,850
-800
147
$66K 0.04%
3,233
148
$65K 0.04%
2,768
149
$61K 0.04%
200
150
$57K 0.03%
200
4 5
6
7 8