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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
CMCSAComcast Corp
Recent Activity
Decreased -1.76%
0.33%
$693,923
18,495 shares@ $37.52 avg price
LOWLowes Cos Inc Com
Recent Activity
0.32%
$669,568
2,713 shares@ $246.8 avg price
KMBKimberly Clark Corp Com
Recent Activity
Decreased -0.11%
0.31%
$667,645
5,095 shares@ $131.04 avg price
UNPUnion Pac Corp Com
Recent Activity
Decreased -11.12%
0.3%
$644,897
2,828 shares@ $228.04 avg price
TGTTarget Corp
Recent Activity
Decreased -0.25%
0.3%
$644,389
4,767 shares@ $135.18 avg price
HONHoneywell Intl Inc Com
Recent Activity
Decreased -2.7%
0.3%
$641,750
2,841 shares@ $225.89 avg price
WMWaste Management Inc New
Recent Activity
0.29%
$621,907
3,082 shares@ $201.79 avg price
TMOThermo Fischer Scientific
Recent Activity
0.28%
$584,201
1,123 shares@ $520.22 avg price
DDDupont De Nemours Inc Com
Recent Activity
Decreased -1.89%
0.27%
$571,018
7,489 shares@ $76.25 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -2.11%
0.27%
$570,920
1,391 shares@ $410.44 avg price