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
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$97.7K 0.05%
2,150
152
$94.4K 0.04%
3,132
153
$91.6K 0.04%
500
154
$89K 0.04%
2,575
-300
155
$84.9K 0.04%
1,500
156
$80.9K 0.04%
390
157
$77.2K 0.04%
500
158
$76.3K 0.04%
198
159
$74.5K 0.03%
3,111
160
$73.3K 0.03%
3,983
161
$72.8K 0.03%
200
162
$71.3K 0.03%
+869
163
$68.7K 0.03%
1,700
164
$65K 0.03%
1,386
165
$64.7K 0.03%
2,000
166
$54.6K 0.03%
1,250
167
$53K 0.02%
309
-150
168
$52.3K 0.02%
517
-58
169
$49.7K 0.02%
5,169
170
$47.8K 0.02%
625
171
$46.1K 0.02%
269
172
$45.9K 0.02%
4,000
173
$45.7K 0.02%
619
174
$43.5K 0.02%
200
175
$41.7K 0.02%
5,000
5 6
7
8 9