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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 8.46%
339,829
-9,923
2
$5.44M 3.88%
73,213
-322
3
$5.28M 3.76%
75,738
4
$5.16M 3.67%
71,655
+250
5
$5.11M 3.64%
189,693
+49,668
6
$3.82M 2.72%
31,613
-949
7
$3.8M 2.71%
127,699
-1,581
8
$3.7M 2.64%
26,695
-552
9
$3.42M 2.44%
36,288
-1,192
10
$3.19M 2.27%
62,047
+37,236
11
$3.04M 2.17%
32,576
-800
12
$2.69M 1.92%
61,917
-251
13
$2.6M 1.86%
64,922
+350
14
$2.48M 1.77%
51,565
-2,786
15
$2.33M 1.66%
52,785
-1,100
16
$2.25M 1.61%
68,530
-1,275
17
$2.19M 1.56%
88,846
-1,059
18
$2.05M 1.46%
74,224
-2,140
19
$1.98M 1.41%
216,000
+2,600
20
$1.96M 1.4%
21,800
-150
21
$1.94M 1.38%
26,139
+1,050
22
$1.8M 1.28%
15,214
+478
23
$1.6M 1.14%
20,310
+4,664
24
$1.55M 1.1%
26,118
-100
25
$1.48M 1.05%
31,370
-875
1
2 3 4 5