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
$199M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$178K
3
+$145K
4
MCHP icon
Microchip Technology
MCHP
+$144K
5
NKE icon
Nike
NKE
+$122K

Top Sells

1
+$236K
2
+$196K
3
+$165K
4
WFC icon
Wells Fargo
WFC
+$126K
5
GIS icon
General Mills
GIS
+$120K

Sector Composition

1 Financials 23.92%
2 Technology 15.5%
3 Healthcare 12.37%
4 Consumer Staples 10.96%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.08%
3,000
127
$149K 0.08%
1,075
128
$132K 0.07%
5,100
129
$108K 0.05%
2,500
130
$105K 0.05%
3,233
131
$100K 0.05%
675
132
$97K 0.05%
894
-100
133
$92K 0.05%
1,453
134
$92K 0.05%
6,900
135
$90K 0.05%
629
136
$89K 0.04%
500
137
$82K 0.04%
3,250
138
$80K 0.04%
1,800
139
$78K 0.04%
2,000
140
$72K 0.04%
504
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141
$71K 0.04%
200
142
$66K 0.03%
200
143
$64K 0.03%
550
+450
144
$63K 0.03%
200
145
$62K 0.03%
198
146
$59K 0.03%
1,000
147
$59K 0.03%
2,000
-768
148
$59K 0.03%
4,000
149
$55K 0.03%
619
150
$55K 0.03%
210
4 5
6
7 8