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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K 0.01%
600
177
$24K 0.01%
400
-2,700
178
$24K 0.01%
170
179
$23K 0.01%
434
180
$23K 0.01%
1,662
-8,682
181
$23K 0.01%
2,000
182
$21K 0.01%
1,666
183
$21K 0.01%
100
184
$20K 0.01%
196
185
$20K 0.01%
100
186
$19K 0.01%
100
187
$19K 0.01%
3,111
188
$17K 0.01%
619
189
$17K 0.01%
100
190
$17K 0.01%
250
191
$17K 0.01%
229
192
$16K 0.01%
300
193
$16K 0.01%
134
-46
194
$15K 0.01%
174
195
$15K 0.01%
75
196
$15K 0.01%
100
197
$14K 0.01%
2,000
198
$14K 0.01%
76
199
$13K 0.01%
200
200
$13K 0.01%
1,700
6 7
8
9 10