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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$119K 0.06%
5,100
127
$114K 0.06%
1,756
+380
128
$113K 0.06%
994
129
$112K 0.06%
1,453
130
$111K 0.06%
6,578
-1,800
131
$106K 0.06%
3,250
-2,851
132
$103K 0.05%
2,768
133
$99K 0.05%
2,500
134
$91K 0.05%
1,786
-200
135
$85K 0.04%
675
136
$84K 0.04%
500
137
$84K 0.04%
3,233
138
$84K 0.04%
6,900
139
$82K 0.04%
629
140
$73K 0.04%
2,000
+700
141
$67K 0.04%
3,693
-4,091
142
$62K 0.03%
200
143
$61K 0.03%
200
144
$61K 0.03%
200
145
$60K 0.03%
1,000
146
$60K 0.03%
3,500
147
$56K 0.03%
4,000
148
$55K 0.03%
619
149
$55K 0.03%
198
150
$54K 0.03%
1,800
4 5
6
7 8