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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$359K
3
+$265K
4
PG icon
Procter & Gamble
PG
+$239K
5
MCD icon
McDonald's
MCD
+$196K

Top Sells

1
+$5.58M
2
+$2.01M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.62M
5
IBM icon
IBM
IBM
+$1.6M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.16%
4 Energy 12.75%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K 0.01%
2,052
202
$14K 0.01%
1,000
203
$14K 0.01%
240
204
$13K 0.01%
342
205
$13K 0.01%
500
206
$13K 0.01%
255
207
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+1,002
208
$13K 0.01%
3
209
$13K 0.01%
100
210
$12K 0.01%
300
211
$11K 0.01%
+280
212
$11K 0.01%
493
213
$11K 0.01%
85
214
$11K 0.01%
200
215
$11K 0.01%
112
216
$10K 0.01%
657
217
$10K 0.01%
600
218
$10K 0.01%
234
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219
$10K 0.01%
332
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220
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$9K 0.01%
193
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224
$9K 0.01%
268
225
$9K 0.01%
55
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