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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
AMGNAmgen Inc Com
Recent Activity
Increased 1.05%
0.59%
$1.264M
4,850 shares@ $260.63 avg price
VNQVanguard Real Estate
Recent Activity
Decreased -0.3%
0.58%
$1.239M
13,911 shares@ $89.08 avg price
AZOAutozone Inc Com
Recent Activity
0.54%
$1.162M
363 shares@ $3202.0 avg price
PFEPfizer Inc Com
Recent Activity
Decreased -5.1%
0.54%
$1.16M
43,732 shares@ $26.52 avg price
BMYBristol Myers Squibb Co
Recent Activity
Decreased -1.24%
0.53%
$1.144M
20,226 shares@ $56.56 avg price
LMTLockheed Martin Corp Com
Recent Activity
Decreased -0.65%
0.52%
$1.104M
2,272 shares@ $485.94 avg price
CATCaterpillar Inc Del Com
Recent Activity
Decreased -0.34%
0.49%
$1.055M
2,908 shares@ $362.76 avg price
DDominion Res Inc Va New Com
Recent Activity
Decreased -0.16%
0.49%
$1.055M
19,582 shares@ $53.86 avg price
VOVanguard Mid Cap Etf
Recent Activity
0.49%
$1.054M
3,991 shares@ $264.13 avg price
DUKDuke Energy Hldg Corp
Recent Activity
Decreased -0.45%
0.47%
$1.006M
9,335 shares@ $107.74 avg price