test

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
BABoeing Co Com
Recent Activity
Decreased -3.67%
0.71%
$1.516M
8,566 shares@ $177.0 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -2.21%
0.7%
$1.497M
13,238 shares@ $113.11 avg price
VXFVanguard Index Fds Extend Mkt Etf
Recent Activity
Decreased -0.24%
0.69%
$1.485M
7,819 shares@ $189.98 avg price
WMTWal Mart Stores Inc Com
Recent Activity
Decreased -3.11%
0.67%
$1.441M
15,946 shares@ $90.35 avg price
XLCSpdr Communication
Recent Activity
Decreased -0.53%
0.65%
$1.394M
14,404 shares@ $96.81 avg price
VXUSVanguard Total Intl Stock Vg Tl Intl Stk F
Recent Activity
Decreased -0.13%
0.64%
$1.368M
23,213 shares@ $58.93 avg price
MSMorgan Stanley Dean Witter Discover & Co
Recent Activity
Decreased -0.18%
0.63%
$1.36M
10,815 shares@ $125.72 avg price
DEDeere & Co Com
Recent Activity
Decreased -4.26%
0.62%
$1.322M
3,121 shares@ $423.7 avg price
ENBEnbridge Inc
Recent Activity
Decreased -1.77%
0.61%
$1.298M
30,593 shares@ $42.43 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -4.34%
0.6%
$1.286M
20,651 shares@ $62.26 avg price