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
$152M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.67M
3 +$6.9M
4
PG icon
Procter & Gamble
PG
+$5.61M
5
GE icon
GE Aerospace
GE
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.64%
2 Energy 14.26%
3 Financials 13.04%
4 Consumer Staples 12.35%
5 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.3M 6.78%
+101,615
2
$7.67M 5.05%
+65,370
3
$6.9M 4.55%
+38,475
4
$5.61M 3.7%
+68,956
5
$4.5M 2.97%
+33,487
6
$4.24M 2.79%
+76,128
7
$4M 2.64%
+64,904
8
$3.96M 2.61%
+47,704
9
$3.93M 2.59%
+135,266
10
$3.63M 2.39%
+140,254
11
$3.34M 2.2%
+36,441
12
$2.95M 1.95%
+60,052
13
$2.62M 1.73%
+93,452
14
$2.56M 1.69%
+96,559
15
$2.54M 1.67%
+67,885
16
$2.52M 1.66%
+35,663
17
$2.46M 1.62%
+59,589
18
$2.39M 1.58%
+201,400
19
$2.3M 1.52%
+25,716
20
$2.11M 1.39%
+30,085
21
$1.85M 1.22%
+14,808
22
$1.77M 1.17%
+19,561
23
$1.69M 1.11%
+84,112
24
$1.54M 1.02%
+34,895
25
$1.54M 1.02%
+48,804