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
201
$11K 0.01%
50
202
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37
203
$11K 0.01%
200
204
$10K 0.01%
682
205
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2,000
206
$10K 0.01%
500
-1,000
207
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100
208
$10K 0.01%
350
209
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+100
210
$10K 0.01%
234
211
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$9K ﹤0.01%
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214
$8K ﹤0.01%
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211
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$8K ﹤0.01%
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$8K ﹤0.01%
684
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$8K ﹤0.01%
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$7K ﹤0.01%
50
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$7K ﹤0.01%
85
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$7K ﹤0.01%
38
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$7K ﹤0.01%
200
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200
225
$7K ﹤0.01%
112
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