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
76
$1.03M 0.35%
7,829
-327
77
$950K 0.32%
13,439
-36,036
78
$931K 0.31%
10,438
-231
79
$917K 0.31%
13,489
-125
80
$881K 0.3%
17,483
-31
81
$857K 0.29%
10,472
-239
82
$798K 0.27%
9,435
-350
83
$770K 0.26%
32,173
-150
84
$756K 0.25%
3,888
+84
85
$734K 0.25%
11,746
+833
86
$734K 0.25%
20,101
+135
87
$729K 0.25%
3,356
-187
88
$696K 0.23%
13,250
89
$696K 0.23%
14,872
90
$653K 0.22%
9,369
+670
91
$569K 0.19%
4,084
-13,816
92
$554K 0.19%
16,531
-665
93
$549K 0.18%
6,485
+75
94
$543K 0.18%
12,980
+2,140
95
$536K 0.18%
11,487
-274
96
$532K 0.18%
5,721
+295
97
$503K 0.17%
5,963
-22
98
$499K 0.17%
16,740
+696
99
$497K 0.17%
25,507
-380
100
$492K 0.17%
6,757
+520