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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38K 0.03%
394
152
$35K 0.03%
388
153
$31K 0.02%
711
154
$31K 0.02%
621
155
$30K 0.02%
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156
$30K 0.02%
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157
$29K 0.02%
3,000
158
$29K 0.02%
456
159
$27K 0.02%
600
160
$27K 0.02%
1,524
161
$26K 0.02%
352
-233
162
$26K 0.02%
234
163
$25K 0.02%
300
164
$25K 0.02%
200
165
$25K 0.02%
350
166
$24K 0.02%
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167
$23K 0.02%
3,165
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$23K 0.02%
653
169
$23K 0.02%
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712
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$22K 0.02%
254
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$21K 0.02%
114
173
$21K 0.02%
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$20K 0.01%
185
175
$20K 0.01%
1,000
5 6
7
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