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
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2M
3
+$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K
5
AXP icon
American Express
AXP
+$139K

Top Sells

1
+$2.12M
2
+$646K
3
+$231K
4
DE icon
Deere & Co
DE
+$195K
5
AMGN icon
Amgen
AMGN
+$179K

Sector Composition

1 Financials 25.09%
2 Consumer Staples 12.77%
3 Healthcare 11.44%
4 Industrials 11.06%
5 Technology 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 8.11%
322,851
-16,978
2
$8.23M 5.43%
295,482
+105,789
3
$5.88M 3.88%
75,444
+2,231
4
$5.87M 3.87%
75,738
5
$5.56M 3.67%
70,055
-1,600
6
$4.71M 3.1%
31,540
-73
7
$3.92M 2.58%
127,910
+211
8
$3.6M 2.37%
35,988
-300
9
$3.5M 2.31%
26,578
-117
10
$3.43M 2.27%
51,565
11
$3.38M 2.23%
32,943
+367
12
$3.23M 2.13%
27,380
+16,900
13
$2.92M 1.92%
63,055
+1,138
14
$2.9M 1.91%
52,185
-600
15
$2.66M 1.76%
61,947
-2,975
16
$2.33M 1.54%
68,330
-200
17
$2.31M 1.52%
88,846
18
$2.16M 1.42%
211,400
-4,600
19
$2.15M 1.42%
22,050
+250
20
$2.01M 1.32%
76,264
+2,040
21
$1.96M 1.29%
28,139
+2,000
22
$1.89M 1.24%
14,975
-239
23
$1.85M 1.22%
20,610
+300
24
$1.8M 1.18%
26,118
25
$1.59M 1.05%
33,345
+1,300
1
2 3 4 5