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PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$231M
1-Year Est. Return
37.59%
This Fund
S&P 500
This Quarter
Est. Return
+9.76%
1 Year Est. Return
+37.59%
3 Year Est. Return
+92.96%
5 Year Est. Return
+120.82%
10 Year Est. Return
+328.4%
AUM
$152M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
95.8%
Top 10 Holdings %
Top 10 Hldgs %
36.08%
Holding
355
New
354
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$9.4M |
| 2 |
3M
MMM
|
+$6.96M |
| 3 |
IBM
IBM
|
+$6.63M |
| 4 |
Procter & Gamble
PG
|
+$5.62M |
| 5 |
GE Aerospace
GE
|
+$4.22M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 15.66% |
| 2 | Energy | 14.26% |
| 3 | Financials | 13.04% |
| 4 | Consumer Staples | 12.35% |
| 5 | Technology | 12.12% |
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Peoples Financial Services Corp's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Peoples Financial Services Corp, which disclosed 355 positions worth $152M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is ExxonMobil: 101,615 shares worth $10.3M.
By sector, the portfolio is most concentrated in Industrials at 16% of assets, followed by Energy and Financials.
- Peoples Financial Services Corp's largest Q4 2013 buy was ExxonMobil: 101,615 shares worth $10.3M.
- Peoples Financial Services Corp's ten largest holdings make up 36% of its $152M portfolio in Q4 2013.
- Peoples Financial Services Corp disclosed 355 positions in Q4 2013, its first 13F filing on record.
Based on Peoples Financial Services Corp's 13F filing for Q4 2013, filed 8 Jan 2014.