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
$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
176
$27K 0.02%
600
177
$25K 0.01%
800
178
$25K 0.01%
1,500
179
$24K 0.01%
440
180
$24K 0.01%
14,600
181
$22K 0.01%
739
182
$22K 0.01%
2,000
183
$21K 0.01%
300
184
$21K 0.01%
1,666
185
$21K 0.01%
+2,000
186
$21K 0.01%
180
187
$20K 0.01%
2,184
+1,500
188
$20K 0.01%
170
189
$19K 0.01%
+196
190
$18K 0.01%
100
191
$18K 0.01%
600
192
$17K 0.01%
100
193
$17K 0.01%
619
194
$17K 0.01%
100
195
$16K 0.01%
100
196
$15K 0.01%
2,000
197
$14K 0.01%
174
-9
198
$14K 0.01%
100
199
$14K 0.01%
250
200
$14K 0.01%
100
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8
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