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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13K 0.01%
100
202
$12K 0.01%
500
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$12K 0.01%
112
204
$12K 0.01%
332
205
$11K 0.01%
200
206
$11K 0.01%
3
207
$11K 0.01%
212
208
$11K 0.01%
296
-416
209
$11K 0.01%
280
210
$10K 0.01%
500
-3,748
211
$10K 0.01%
100
212
$10K 0.01%
493
213
$10K 0.01%
55
214
$10K 0.01%
1,000
215
$10K 0.01%
85
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217
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+50
218
$10K 0.01%
150
+50
219
$9K 0.01%
193
220
$9K 0.01%
136
221
$9K 0.01%
200
-75
222
$9K 0.01%
657
223
$9K 0.01%
268
224
$9K 0.01%
234
225
$9K 0.01%
750
7 8
9
10 11