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
$150M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$375K
2
+$324K
3
+$266K
4
NOV icon
NOV
NOV
+$193K
5
DE icon
Deere & Co
DE
+$165K

Top Sells

1
+$303K
2
+$214K
3
+$196K
4
NUE icon
Nucor
NUE
+$132K
5
INTC icon
Intel
INTC
+$118K

Sector Composition

1 Financials 23.17%
2 Consumer Staples 12.38%
3 Healthcare 12.31%
4 Industrials 11.67%
5 Technology 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 9.26%
349,752
-4,947
2
$6.12M 4.09%
73,535
+309
3
$5.59M 3.73%
71,405
+1,837
4
$5.09M 3.4%
75,738
+198
5
$4.24M 2.83%
27,247
-1,946
6
$4.14M 2.77%
32,562
+465
7
$4.11M 2.75%
129,280
-537
8
$3.66M 2.45%
140,025
9
$3.5M 2.34%
37,480
+170
10
$3.3M 2.21%
54,351
+10
11
$3.25M 2.17%
33,376
-1,083
12
$2.9M 1.94%
62,168
-1,631
13
$2.53M 1.69%
64,572
+808
14
$2.41M 1.61%
89,905
-1,389
15
$2.39M 1.6%
76,364
+3,820
16
$2.38M 1.59%
53,885
-240
17
$2.25M 1.5%
213,400
+8,000
18
$2.06M 1.37%
69,805
-7,274
19
$2.05M 1.37%
21,950
+750
20
$1.95M 1.3%
25,089
+4,828
21
$1.9M 1.27%
14,736
-79
22
$1.75M 1.17%
26,218
-767
23
$1.74M 1.16%
31,395
-225
24
$1.6M 1.07%
50,950
+3,875
25
$1.57M 1.05%
23,405
-1,275
1
2 3 4 5