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Carla Olenchak

@Peoples Financial Services Corp.

Latest period2024 - Q4ReportedManaged Assets$215.864MTotal holdings259
Assets growth rate-2.18%Assets growth rate (2-Q avg)-1.18%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peoples Financial Services Corp.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Peoples Financial Services Corp. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 215.864M in assets, with a quarterly growth rate of -2.18% and a 2-quarter average growth rate of -1.18%. The portfolio is managed by Carla Olenchak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Computer Inc Com
Recent Activity
Decreased -1.37%
6.07%
$13.097M
52,299 shares@ $250.42 avg price
PFIS
Peoples Finl Svcs Corp
Recent Activity
Decreased -6.1%
4.99%
$10.763M
210,295 shares@ $51.18 avg price
LLY
Lilly Eli & Co Com
Recent Activity
Decreased -2.09%
4.81%
$10.368M
13,430 shares@ $772.0 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.78%
4.58%
$9.88M
23,441 shares@ $421.5 avg price
AVGO
Broadcom Inc Npv
Recent Activity
Decreased -0.99%
4.16%
$8.977M
38,721 shares@ $231.84 avg price
AMZN
Amazon Com Inc Com
Recent Activity
Increased 0.27%
3.53%
$7.611M
34,694 shares@ $219.39 avg price
MCD
Mcdonalds Corp Com
Recent Activity
Decreased -0.29%
2.39%
$5.144M
17,746 shares@ $289.88 avg price
PG
Procter & Gamble Co Com
Recent Activity
Decreased -2.06%
2.38%
$5.116M
30,519 shares@ $167.65 avg price
GOOG
Alphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.03%
1.95%
$4.192M
22,013 shares@ $190.44 avg price
JPM
J P Morgan Chase & Co Com
Recent Activity
Decreased -0.93%
1.85%
$3.982M
16,613 shares@ $239.71 avg price

1-10 of 259