PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.12%
855
127
$253K 0.12%
2,785
128
$251K 0.12%
2,729
-347
129
$251K 0.12%
1,940
130
$243K 0.11%
6,406
-447
131
$241K 0.11%
4,600
132
$239K 0.11%
3,100
133
$229K 0.11%
3,400
134
$229K 0.11%
5,912
-1,300
135
$196K 0.09%
4,002
-285
136
$196K 0.09%
4,674
-4,896
137
$187K 0.09%
3,250
138
$183K 0.09%
800
139
$163K 0.08%
4,572
-600
140
$143K 0.07%
861
+15
141
$137K 0.06%
2,199
-680
142
$135K 0.06%
529
143
$134K 0.06%
6,100
144
$134K 0.06%
2,130
-5,165
145
$120K 0.06%
2,950
146
$110K 0.05%
6,900
147
$110K 0.05%
481
148
$105K 0.05%
2,810
149
$105K 0.05%
3,555
150
$104K 0.05%
775
4 5
6
7 8