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
$197M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$403K
3
+$367K
4
WBA
Walgreens Boots Alliance
WBA
+$153K
5
WFC icon
Wells Fargo
WFC
+$130K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$899K
4
PFE icon
Pfizer
PFE
+$292K
5
APD icon
Air Products & Chemicals
APD
+$192K

Sector Composition

1 Financials 26.97%
2 Technology 11.85%
3 Healthcare 11.35%
4 Consumer Staples 10.58%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 7.38%
323,582
-143
2
$13.5M 6.85%
77,758
+100
3
$5.53M 2.81%
50,451
-850
4
$5.45M 2.76%
40,660
-426
5
$4.93M 2.5%
119,950
-7,103
6
$4.88M 2.47%
130,025
7
$4.79M 2.43%
36,520
-100
8
$4.54M 2.3%
59,255
-11,726
9
$4.48M 2.27%
16,925
-550
10
$4.32M 2.19%
20,780
-100
11
$4.21M 2.14%
85,128
-132
12
$3.79M 1.92%
27,183
-725
13
$3.38M 1.71%
59,088
-100
14
$3.13M 1.59%
25,314
-50
15
$2.9M 1.47%
114,563
+132
16
$2.87M 1.46%
30,300
17
$2.82M 1.43%
19,437
+269
18
$2.81M 1.43%
22,614
-100
19
$2.66M 1.35%
163,400
-1,700
20
$2.45M 1.24%
79,109
+2,190
21
$2.45M 1.24%
6,724
+70
22
$2.36M 1.2%
30,470
+1,400
23
$2.33M 1.18%
45,781
-295
24
$2.31M 1.17%
17,537
-9,100
25
$2.23M 1.13%
51,380
1
2 3 4 5