ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+3.72%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$127M
AUM Growth
+$127M
(+2.6%)
Cap. Flow
-$1.27M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
41.1%
Holding
333
New
16
Increased
54
Reduced
61
Closed
8
Top Buys
| 1 |
Arrow Financial
AROW
|
$93.8K |
| 2 |
Consolidated Edison
ED
|
$44.6K |
| 3 |
Amazon
AMZN
|
$44.2K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$38K |
| 5 |
CELG
Celgene Corp
CELG
|
$35.7K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$325K |
| 2 |
Exxon Mobil
XOM
|
$267K |
| 3 |
Johnson & Johnson
JNJ
|
$161K |
| 4 |
DuPont de Nemours
DD
|
$123K |
| 5 |
Boeing
BA
|
$116K |
Sector Composition
| 1 | Healthcare | 10.51% |
| 2 | Technology | 9.48% |
| 3 | Industrials | 9.37% |
| 4 | Consumer Staples | 8.09% |
| 5 | Consumer Discretionary | 5.38% |