FMTC

Farmers & Merchants Trust Company Portfolio holdings

AUM $473M
1-Year Est. Return 18.03%
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$661K
2 +$449K
3 +$431K
4
BMY icon
Bristol-Myers Squibb
BMY
+$295K
5
MRK icon
Merck
MRK
+$248K

Top Sells

1 +$802K
2 +$391K
3 +$229K
4
CMI icon
Cummins
CMI
+$210K
5
PYPL icon
PayPal
PYPL
+$206K

Sector Composition

1 Technology 21.02%
2 Financials 12.24%
3 Healthcare 8.32%
4 Industrials 8.23%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,818
177
-881