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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$231K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$194K
5
BMY icon
Bristol-Myers Squibb
BMY
+$192K

Top Sells

1
+$257K
2
+$179K
3
+$130K
4
ORCL icon
Oracle
ORCL
+$121K
5
IBM icon
IBM
IBM
+$112K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.64%
4 Healthcare 11.05%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 7.64%
326,096
+3,245
2
$7.96M 5.02%
295,482
3
$6.32M 3.98%
75,619
+175
4
$5.8M 3.66%
70,505
+450
5
$5.79M 3.65%
75,738
6
$4.83M 3.04%
31,675
+135
7
$3.92M 2.47%
38,238
+2,250
8
$3.74M 2.35%
25,803
-775
9
$3.63M 2.29%
129,282
+1,372
10
$3.49M 2.2%
64,617
+1,562
11
$3.48M 2.19%
32,168
-775
12
$3.37M 2.12%
26,830
-550
13
$3.36M 2.12%
53,115
+1,550
14
$2.89M 1.82%
52,285
+100
15
$2.86M 1.8%
61,697
-250
16
$2.8M 1.77%
94,720
+5,874
17
$2.78M 1.75%
72,930
+4,600
18
$2.33M 1.47%
190,400
-21,000
19
$2.06M 1.3%
14,796
-179
20
$2.03M 1.28%
21,310
+700
21
$2.03M 1.28%
74,564
-1,700
22
$2.03M 1.28%
21,450
-600
23
$1.92M 1.21%
31,239
+3,100
24
$1.87M 1.18%
34,345
+1,000
25
$1.86M 1.17%
29,118
+3,000
1
2 3 4 5