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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$181K
2 +$171K
3 +$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1 +$738K
2 +$577K
3 +$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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300
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$26K 0.02%
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$20K 0.01%
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3,094
-71