PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
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
201
$14K 0.01%
229
+20
202
$14K 0.01%
405
+30
203
$14K 0.01%
160
204
$13K 0.01%
434
205
$13K 0.01%
300
206
$12K 0.01%
75
207
$12K 0.01%
+1,500
208
$12K 0.01%
1,700
209
$11K 0.01%
321
210
$11K 0.01%
76
211
$11K 0.01%
39
212
$11K 0.01%
37
213
$10K 0.01%
200
214
$10K 0.01%
337
215
$10K 0.01%
200
216
$10K 0.01%
3,111
217
$9K 0.01%
100
-96
218
$9K 0.01%
200
219
$9K 0.01%
100
220
$8K ﹤0.01%
100
221
$8K ﹤0.01%
50
222
$8K ﹤0.01%
500
223
$8K ﹤0.01%
100
-140
224
$8K ﹤0.01%
90
225
$8K ﹤0.01%
234
7 8
9
10 11