FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings

AUM $354M
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1 +$277K
2 +$216K
3 +$124K
4
UPS icon
United Parcel Service
UPS
+$102K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$99.2K

Top Sells

1 +$287K
2 +$231K
3 +$217K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$201K
5
NEE icon
NextEra Energy
NEE
+$148K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 10.92%
3 Financials 10.18%
4 Healthcare 9.7%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21K 0.01%
+29
252
$21K 0.01%
123
253
$21K 0.01%
700
254
$20K 0.01%
+272
255
$20K 0.01%
200
256
$20K 0.01%
1,317
+326
257
$19K 0.01%
346
+229
258
$18K 0.01%
186
+36
259
$18K 0.01%
+1,000
260
$17K 0.01%
750
261
$17K 0.01%
118
262
$16K 0.01%
+788
263
$16K 0.01%
150
264
$16K 0.01%
252
+100
265
$15K 0.01%
316
-727
266
$15K 0.01%
+200
267
$15K 0.01%
455
268
$15K 0.01%
94
+54
269
$15K 0.01%
175
270
$14K 0.01%
+80
271
$14K 0.01%
261
272
$14K 0.01%
+280
273
$14K 0.01%
1,500
274
$14K 0.01%
1,199
275
$14K 0.01%
121