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
$300M
AUM Growth
+$490K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.87M
3
+$2.71M
4
V icon
Visa
V
+$2.41M
5
OXY icon
Occidental Petroleum
OXY
+$1.34M

Top Sells

1
+$3.45M
2
+$3.31M
3
+$3.1M
4
AXP icon
American Express
AXP
+$2.6M
5
CHK
Chesapeake Energy Corporation
CHK
+$1.5M

Sector Composition

1 Healthcare 13.99%
2 Technology 13.87%
3 Consumer Staples 13.82%
4 Financials 12.33%
5 Industrials 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.8%
98,504
+196
52
$2.35M 0.78%
87,654
-37,874
53
$2.24M 0.75%
20,177
-300
54
$2.2M 0.73%
267,091
+2,469
55
$2.1M 0.7%
38,860
-40
56
$2.08M 0.69%
31,039
-5
57
$2.01M 0.67%
11,820
-2,935
58
$2.01M 0.67%
33,064
-1,313
59
$1.87M 0.62%
19,667
-202
60
$1.8M 0.6%
25,794
-8
61
$1.75M 0.58%
57,576
-108,827
62
$1.74M 0.58%
73,746
+750
63
$1.73M 0.57%
26,628
-682
64
$1.7M 0.57%
27,718
-344
65
$1.7M 0.57%
21,182
-345
66
$1.66M 0.55%
33,025
-125
67
$1.65M 0.55%
28,863
-170
68
$1.64M 0.55%
24,660
69
$1.58M 0.53%
32,380
-372
70
$1.58M 0.53%
28,112
+210
71
$1.34M 0.45%
+17,302
72
$1.33M 0.44%
15,309
-133
73
$1.32M 0.44%
8,511
-396
74
$1.32M 0.44%
23,724
+35
75
$1.31M 0.44%
26,696
1 2
3
4 5