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
$170M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$639K
3
+$462K
4
ECL icon
Ecolab
ECL
+$417K
5
BA icon
Boeing
BA
+$163K

Top Sells

1
+$489K
2
+$324K
3
+$288K
4
AXP icon
American Express
AXP
+$226K
5
CVX icon
Chevron
CVX
+$127K

Sector Composition

1 Financials 26.32%
2 Technology 13.53%
3 Healthcare 12.69%
4 Consumer Staples 11.17%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$53K 0.03%
619
152
$53K 0.03%
4,000
153
$51K 0.03%
625
154
$51K 0.03%
1,250
-555
155
$50K 0.03%
2,000
-102
156
$47K 0.03%
881
157
$46K 0.03%
1,000
158
$46K 0.03%
3,389
159
$46K 0.03%
3,500
-3,500
160
$45K 0.03%
3,352
161
$44K 0.03%
854
162
$44K 0.03%
1,800
163
$42K 0.02%
198
164
$41K 0.02%
3,294
165
$38K 0.02%
200
166
$37K 0.02%
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-36
167
$35K 0.02%
317
168
$35K 0.02%
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169
$35K 0.02%
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$30K 0.02%
+1,300
171
$30K 0.02%
1,500
172
$29K 0.02%
2,900
173
$29K 0.02%
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174
$29K 0.02%
326
-49
175
$29K 0.02%
515
+205
5 6
7
8 9