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
176
$23K 0.01%
100
177
$22K 0.01%
1,666
178
$22K 0.01%
2,400
-500
179
$18K 0.01%
1,462
-200
180
$18K 0.01%
174
181
$18K 0.01%
100
182
$18K 0.01%
250
183
$18K 0.01%
229
184
$17K 0.01%
100
185
$17K 0.01%
619
186
$17K 0.01%
300
187
$17K 0.01%
134
188
$15K 0.01%
200
189
$15K 0.01%
75
190
$15K 0.01%
76
191
$15K 0.01%
100
192
$13K 0.01%
200
193
$13K 0.01%
1,700
194
$13K 0.01%
3,111
195
$12K 0.01%
100
-217
196
$12K 0.01%
39
197
$12K 0.01%
100
198
$12K 0.01%
25
199
$11K 0.01%
400
200
$11K 0.01%
56
6 7
8
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