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
$135M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$183K
2 +$181K
3 +$55.6K
4
VLO icon
Valero Energy
VLO
+$32.3K
5
SLB icon
SLB Ltd
SLB
+$25.9K

Top Sells

1 +$47.2K
2 +$36.8K
3 +$30.9K
4
PG icon
Procter & Gamble
PG
+$28.4K
5
GE icon
GE Aerospace
GE
+$25.4K

Sector Composition

1 Healthcare 11.02%
2 Industrials 9.38%
3 Technology 9.38%
4 Consumer Staples 9.05%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-125
377
$0 ﹤0.01%
15
378
$0 ﹤0.01%
110
379
-75
380
$0 ﹤0.01%
25
381
$0 ﹤0.01%
20
382
$0 ﹤0.01%
3
383
$0 ﹤0.01%
100