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
$199M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$178K
3
+$145K
4
MCHP icon
Microchip Technology
MCHP
+$144K
5
NKE icon
Nike
NKE
+$122K

Top Sells

1
+$236K
2
+$196K
3
+$165K
4
WFC icon
Wells Fargo
WFC
+$126K
5
GIS icon
General Mills
GIS
+$120K

Sector Composition

1 Financials 23.92%
2 Technology 15.5%
3 Healthcare 12.37%
4 Consumer Staples 10.96%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 7.85%
77,953
-200
2
$11.3M 5.67%
324,071
3
$9.27M 4.67%
80,083
-2,037
4
$7.95M 4%
37,820
-930
5
$6.67M 3.36%
48,001
-250
6
$5.35M 2.69%
33,960
-220
7
$5.19M 2.62%
15,358
-100
8
$4.88M 2.46%
22,233
-200
9
$4.78M 2.41%
34,505
-75
10
$4M 2.01%
26,848
+100
11
$3.72M 1.87%
106,921
+579
12
$3.44M 1.73%
57,756
-94
13
$3.33M 1.68%
147,630
-3,200
14
$3.22M 1.62%
120,025
15
$2.76M 1.39%
45,843
-100
16
$2.68M 1.35%
52,170
+2,800
17
$2.53M 1.27%
28,897
+850
18
$2.52M 1.27%
18,839
-371
19
$2.49M 1.25%
16,821
-75
20
$2.49M 1.25%
35,832
-1,100
21
$2.47M 1.25%
8,307
+100
22
$2.36M 1.19%
21,715
23
$2.34M 1.18%
29,656
-125
24
$2.25M 1.13%
104,307
-788
25
$2.13M 1.07%
26,871
-125
1
2 3 4 5