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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22K 0.01%
431
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$22K 0.01%
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$21K 0.01%
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179
$20K 0.01%
245
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400
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-400
183
$17K 0.01%
373
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$17K 0.01%
434
185
$17K 0.01%
300
186
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187
$16K 0.01%
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