ATC

Adirondack Trust Company Portfolio holdings

AUM $298M
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1 +$240K
2 +$239K
3 +$229K
4
BAC icon
Bank of America
BAC
+$181K
5
MS icon
Morgan Stanley
MS
+$169K

Top Sells

1 +$1.66M
2 +$204K
3 +$184K
4
BND icon
Vanguard Total Bond Market
BND
+$144K
5
MSFT icon
Microsoft
MSFT
+$137K

Sector Composition

1 Technology 10.77%
2 Healthcare 9.21%
3 Industrials 8.84%
4 Consumer Staples 6.76%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
3
352
-285