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
$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
1
$16.6M 11.19%
360,011
-4,116
2
$7.12M 4.81%
75,750
-7,845
3
$5.66M 3.83%
67,593
-4,000
4
$5.46M 3.69%
30,108
+654
5
$4.11M 2.78%
77,068
-260
6
$3.98M 2.69%
32,397
-1,992
7
$3.97M 2.69%
42,685
-1,750
8
$3.69M 2.49%
54,131
-263
9
$3.65M 2.47%
130,186
-6,851
10
$3.47M 2.34%
32,549
-2,682
11
$3.26M 2.2%
65,189
-1,792
12
$3.15M 2.13%
140,025
-230
13
$2.69M 1.82%
63,039
+4,000
14
$2.61M 1.77%
56,395
-1,950
15
$2.39M 1.61%
78,099
-18,856
16
$2.22M 1.5%
197,600
-7,600
17
$2.18M 1.47%
81,982
-3,721
18
$1.85M 1.25%
29,620
-450
19
$1.8M 1.21%
71,384
-3,388
20
$1.76M 1.19%
14,827
-1,034
21
$1.7M 1.15%
14,231
-674
22
$1.64M 1.11%
18,761
-500
23
$1.63M 1.1%
41,425
-1,075
24
$1.53M 1.04%
48,175
-354
25
$1.49M 1.01%
48,408
1
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