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
$212M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$330K
3
+$257K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$230K
5
AMGN icon
Amgen
AMGN
+$219K

Top Sells

1
+$392K
2
+$374K
3
+$194K
4
APD icon
Air Products & Chemicals
APD
+$188K
5
PFE icon
Pfizer
PFE
+$181K

Sector Composition

1 Technology 18.34%
2 Financials 16.8%
3 Healthcare 14.53%
4 Consumer Staples 9.18%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 6.56%
347,475
-1,816
2
$10.8M 5.1%
63,198
+40
3
$9.21M 4.34%
17,145
+158
4
$8.64M 4.07%
27,355
-1,184
5
$5.72M 2.7%
39,228
-882
6
$5.6M 2.64%
21,244
+24
7
$5.24M 2.47%
44,595
-186
8
$5.05M 2.38%
29,793
-442
9
$5.03M 2.37%
39,541
+811
10
$4.26M 2.01%
10,763
-991
11
$3.96M 1.87%
26,597
+110
12
$3.87M 1.82%
24,834
-289
13
$3.7M 1.74%
44,490
+880
14
$3.38M 1.59%
25,602
-302
15
$3.13M 1.47%
40,122
-922
16
$3.11M 1.46%
18,418
+365
17
$2.84M 1.34%
85,564
-5,473
18
$2.72M 1.28%
18,744
-857
19
$2.69M 1.27%
6,262
20
$2.6M 1.23%
7,426
-553
21
$2.44M 1.15%
89,264
-3,534
22
$2.39M 1.12%
23,188
+1,294
23
$2.38M 1.12%
44,339
+3,125
24
$2.34M 1.1%
8,264
-664
25
$2.23M 1.05%
23,043
+573
1
2 3 4 5