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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 8.5%
351,600
-7,998
2
$9.09M 4.69%
65,789
-1,020
3
$6.94M 3.58%
29,808
-486
4
$5.66M 2.92%
17,497
-123
5
$5.3M 2.73%
41,967
-328
6
$5.08M 2.62%
31,105
-207
7
$4.9M 2.53%
21,229
-10
8
$4.22M 2.18%
37,336
+229
9
$4.2M 2.17%
48,112
-750
10
$4.18M 2.16%
25,623
-22
11
$4.09M 2.11%
93,451
-798
12
$3.82M 1.97%
13,434
-63
13
$3.74M 1.93%
27,853
-143
14
$2.61M 1.35%
36,705
-192
15
$2.56M 1.32%
41,970
-553
16
$2.54M 1.31%
17,652
-810
17
$2.52M 1.3%
26,180
18
$2.45M 1.26%
6,827
19
$2.35M 1.21%
30,038
-404
20
$2.29M 1.18%
60,451
-5,345
21
$2.26M 1.17%
8,474
+38
22
$2.26M 1.17%
98,154
-1,572
23
$2.24M 1.16%
9,618
-164
24
$2.12M 1.09%
15,703
+75
25
$2.07M 1.07%
19,847
+227
1
2 3 4 5