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
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$200K
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$147K
5
ORCL icon
Oracle
ORCL
+$139K

Top Sells

1
+$506K
2
+$272K
3
+$226K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$141K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.52%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 11.53%
355,461
-4,550
2
$6.73M 4.39%
72,805
-2,945
3
$6.07M 3.96%
66,593
-1,000
4
$4.95M 3.23%
75,540
-1,528
5
$4.53M 2.95%
29,507
-601
6
$3.84M 2.51%
129,975
-211
7
$3.82M 2.49%
54,341
+210
8
$3.81M 2.48%
31,430
-967
9
$3.68M 2.4%
140,025
10
$3.55M 2.32%
33,959
+1,410
11
$3.53M 2.3%
37,335
-5,350
12
$3.02M 1.97%
64,473
-716
13
$2.62M 1.71%
62,114
-925
14
$2.61M 1.7%
77,132
-967
15
$2.56M 1.67%
55,145
-1,250
16
$2.29M 1.5%
192,800
-4,800
17
$2.07M 1.35%
81,664
-318
18
$2.04M 1.33%
14,827
19
$2M 1.31%
72,544
+1,160
20
$1.83M 1.19%
21,200
+1,150
21
$1.81M 1.18%
29,320
-300
22
$1.75M 1.14%
18,761
23
$1.69M 1.1%
47,075
-1,100
24
$1.62M 1.06%
24,705
+3,050
25
$1.6M 1.04%
14,231
1
2 3 4 5