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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EMREmerson Elec Co Com
Recent Activity
Decreased -0.21%
1.13%
$2.426M
19,573 shares@ $123.93 avg price
CSCOCisco Sys Inc Com
Recent Activity
Decreased -0.73%
1.09%
$2.347M
39,652 shares@ $59.2 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -1.95%
1.07%
$2.297M
4,011 shares@ $572.61 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -1.25%
1.07%
$2.295M
5,901 shares@ $388.98 avg price
MRKMerck & Co Inc New
Recent Activity
Decreased -0.88%
1.04%
$2.244M
22,556 shares@ $99.48 avg price
IVVIshares S&p 500 Index
Recent Activity
Decreased -2.07%
1.01%
$2.17M
3,686 shares@ $588.67 avg price
ORCLOracle Corp Com
Recent Activity
Increased 2.23%
1.01%
$2.165M
12,995 shares@ $166.64 avg price
APDAir Product And Chemicals Inc
Recent Activity
Decreased -0.13%
0.97%
$2.082M
7,177 shares@ $290.03 avg price
MCHPMicrochip Technology Inc Com
Recent Activity
Decreased -2.92%
0.92%
$1.969M
34,341 shares@ $57.34 avg price
METAFacebook Inc
Recent Activity
Decreased -3.65%
0.91%
$1.96M
3,347 shares@ $585.51 avg price