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
$536M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$2.7M
3 +$2.33M
4
DELL icon
Dell
DELL
+$2.05M
5
SOLV icon
Solventum
SOLV
+$1.58M

Top Sells

1 +$3.25M
2 +$2.17M
3 +$1.8M
4
TJX icon
TJX Companies
TJX
+$1.73M
5
T icon
AT&T
T
+$1.51M

Sector Composition

1 Technology 20.58%
2 Financials 13.02%
3 Healthcare 10.58%
4 Consumer Staples 8.66%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$45.4M 8.47%
79,201
-3,141
2
$26.6M 4.96%
114,211
-1,590
3
$24.4M 4.54%
56,607
+404
4
$18.2M 3.39%
86,111
+3,123
5
$11.7M 2.18%
70,487
-1,610
6
$11.1M 2.07%
137,457
-26,857
7
$10.6M 1.98%
47,970
-663
8
$9.94M 1.85%
61,353
-8,182
9
$9.43M 1.76%
177,147
+2,737
10
$9.01M 1.68%
168,539
-4,549
11
$8.65M 1.61%
50,882
-6,866
12
$8.5M 1.58%
100,520
-3,651
13
$8.27M 1.54%
27,161
-221
14
$7.39M 1.38%
35,755
-34
15
$7.09M 1.32%
25,773
+154
16
$6.96M 1.3%
34,724
-401
17
$6.96M 1.3%
31,523
-101
18
$6.92M 1.29%
50,614
-104
19
$6.64M 1.24%
13,604
+2,717
20
$6.62M 1.23%
228,792
-4,532
21
$6.43M 1.2%
34,516
-737
22
$6.42M 1.2%
40,404
-8,034
23
$6.4M 1.19%
36,975
-112
24
$6.37M 1.19%
289,434
-68,791
25
$6.32M 1.18%
30,834
-716