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
$171M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$215K
3
+$202K
4
GIS icon
General Mills
GIS
+$148K
5
AMGN icon
Amgen
AMGN
+$146K

Top Sells

1
+$383K
2
+$195K
3
+$156K
4
VFC icon
VF Corp
VFC
+$112K
5
AXP icon
American Express
AXP
+$84.3K

Sector Composition

1 Financials 24.74%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Industrials 11.16%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 8.14%
318,008
-1,246
2
$7.29M 4.27%
77,758
+100
3
$6.03M 3.53%
74,647
-150
4
$5.77M 3.38%
66,160
+175
5
$5.17M 3.03%
140,025
6
$4.25M 2.49%
32,848
+1,659
7
$4.18M 2.45%
36,198
-250
8
$4.02M 2.36%
126,248
+1,607
9
$3.8M 2.23%
47,130
-360
10
$3.76M 2.2%
25,560
11
$3.74M 2.19%
24,398
-2,500
12
$3.64M 2.13%
27,531
-50
13
$3.11M 1.82%
45,070
+600
14
$2.87M 1.68%
74,261
-1,275
15
$2.73M 1.6%
95,883
+771
16
$2.73M 1.6%
61,069
+260
17
$2.69M 1.58%
15,461
-30
18
$2.54M 1.49%
70,484
+40
19
$2.45M 1.44%
20,200
20
$2.37M 1.39%
28,064
-1,000
21
$2.2M 1.29%
49,076
-400
22
$2.13M 1.25%
55,230
+1,100
23
$2.09M 1.23%
192,400
+10,000
24
$2.02M 1.19%
36,318
+300
25
$1.98M 1.16%
18,974
+200
1
2 3 4 5