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
$199M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$178K
3
+$145K
4
MCHP icon
Microchip Technology
MCHP
+$144K
5
NKE icon
Nike
NKE
+$122K

Top Sells

1
+$236K
2
+$196K
3
+$165K
4
WFC icon
Wells Fargo
WFC
+$126K
5
GIS icon
General Mills
GIS
+$120K

Sector Composition

1 Financials 23.92%
2 Technology 15.5%
3 Healthcare 12.37%
4 Consumer Staples 10.96%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$52K 0.03%
625
152
$50K 0.03%
1,250
153
$49K 0.02%
3,389
154
$47K 0.02%
3,983
155
$46K 0.02%
1,500
156
$45K 0.02%
3,352
157
$43K 0.02%
986
-800
158
$41K 0.02%
724
-50
159
$39K 0.02%
2,000
160
$38K 0.02%
850
161
$37K 0.02%
3,693
162
$36K 0.02%
664
+2
163
$33K 0.02%
1,229
164
$32K 0.02%
1,000
165
$32K 0.02%
326
166
$31K 0.02%
515
167
$30K 0.02%
300
168
$27K 0.01%
800
169
$26K 0.01%
125
170
$26K 0.01%
1,893
-1,401
171
$26K 0.01%
600
172
$26K 0.01%
170
173
$24K 0.01%
100
174
$24K 0.01%
2,000
175
$23K 0.01%
434
5 6
7
8 9