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
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 7.08%
349,591
+2,208
2
$10.7M 4.98%
64,644
-226
3
$8.35M 3.9%
28,947
-259
4
$6.08M 2.84%
40,881
-1,049
5
$5.95M 2.78%
21,274
+104
6
$5.94M 2.77%
17,290
-201
7
$5.61M 2.62%
30,794
-287
8
$5.02M 2.34%
45,752
-585
9
$4.57M 2.14%
12,585
-827
10
$4.29M 2%
26,904
-642
11
$3.95M 1.85%
25,508
-138
12
$3.95M 1.84%
38,227
+649
13
$3.78M 1.76%
92,592
-1,060
14
$3.48M 1.62%
41,514
-110
15
$3.01M 1.41%
18,458
16
$2.81M 1.31%
6,827
17
$2.78M 1.3%
43,310
+2,620
18
$2.73M 1.28%
26,251
+71
19
$2.7M 1.26%
9,405
-38
20
$2.55M 1.19%
8,253
-168
21
$2.54M 1.19%
19,497
+170
22
$2.54M 1.18%
94,026
-4,058
23
$2.49M 1.17%
15,123
-312
24
$2.35M 1.1%
33,973
-1,287
25
$2.35M 1.1%
22,083
-193
1
2 3 4 5