FTC

Farmers Trust Company Portfolio holdings

AUM $580M
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.27M
3
+$1.4M
4
CVS icon
CVS Health
CVS
+$1.12M
5
NEE icon
NextEra Energy
NEE
+$977K

Top Sells

1
+$2.55M
2
+$2.49M
3
+$1.92M
4
HCA icon
HCA Healthcare
HCA
+$1.77M
5
BCR
CR Bard Inc.
BCR
+$1.55M

Sector Composition

1 Consumer Staples 14.88%
2 Technology 13.82%
3 Healthcare 13.53%
4 Financials 12.82%
5 Industrials 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.32%
78,088
+68,684
27
$3.81M 1.28%
23,454
+658
28
$3.66M 1.23%
29,084
-180
29
$3.5M 1.18%
19,448
-6,267
30
$3.48M 1.17%
38,408
+8,177
31
$3.32M 1.12%
17,546
-8,181
32
$3.2M 1.07%
208,466
+2,104
33
$3.06M 1.03%
24,856
+132
34
$3.03M 1.02%
44,897
+379
35
$3M 1.01%
74,330
+1,398
36
$2.9M 0.98%
43,030
+13,437
37
$2.9M 0.97%
67,423
-731
38
$2.7M 0.91%
20,399
+222
39
$2.64M 0.89%
76,475
+2,056
40
$2.54M 0.85%
65,682
+2,398
41
$2.5M 0.84%
42,223
-354
42
$2.43M 0.82%
40,356
+1,243
43
$2.42M 0.81%
119,298
+1,579
44
$2.3M 0.77%
19,435
-195
45
$2.27M 0.76%
+58,783
46
$2.27M 0.76%
264,376
+27,958
47
$2.26M 0.76%
22,884
-1,058
48
$2.2M 0.74%
22,699
+161
49
$2.17M 0.73%
83,687
-478
50
$2.11M 0.71%
24,015
-4,228
1
2
3 4 5