Peabody, MA, based Investment company Family Capital Trust Co (Current Portfolio) buys Microsoft Corp, iShares 1-3 Year Credit Bond ETF, iShares 1-3 Year Treasury Bond ETF, iShares Core MSCI Emerging Markets ETF, sells Procter & Gamble Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Family Capital Trust Co. As of 2021Q4, Family Capital Trust Co owns 52 stocks with a total value of $358 million. These are the details of the buys and sells.
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Added Positions: AAPL, MSFT, GOOGL, IGSB, GOVT, IEFA, PEP, RTX, V, T, SHY, IJR, IEMG,
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Reduced Positions: SPY, MCD, PG,
For the details of Family Capital Trust Co’s stock buys and sells,
go to https://www.gurufocus.com/guru/family+capital+trust+co/current-portfolio/portfolio
These are the top 5 holdings of Family Capital Trust Co
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Adobe Inc (ADBE) – 271,768 shares, 43.09% of the total portfolio. Shares reduced by 0.67%
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BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV) – 175,860 shares, 3.77% of the total portfolio. Shares added by 0.86%
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Apple Inc (AAPL) – 68,721 shares, 3.41% of the total portfolio. Shares added by 5.89%
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Alphabet Inc (GOOGL) – 3,592 shares, 2.91% of the total portfolio. Shares added by 2.19%
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BTC iShares U.S. Treasury Bond ETF (GOVT) – 378,036 shares, 2.82% of the total portfolio. Shares added by 2.19%
Added: Microsoft Corp (MSFT)
Family Capital Trust Co added to a holding in Microsoft Corp by 95.05%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $304.800000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,048 shares as of 2021-12-31.
Added: iShares 1-3 Year Credit Bond ETF (IGSB)
Family Capital Trust Co added to a holding in iShares 1-3 Year Credit Bond ETF by 1912.90%. The purchase prices were between $53.7 and $54.33, with an estimated average price of $53.95. The stock is now traded at around $53.620000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,744 shares as of 2021-12-31.
Added: iShares 1-3 Year Treasury Bond ETF (SHY)
Family Capital Trust Co added to a holding in iShares 1-3 Year Treasury Bond ETF by 30.17%. The purchase prices were between $85.49 and $86.06, with an estimated average price of $85.72. The stock is now traded at around $85.280000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 151 shares as of 2021-12-31.
Added: iShares Core MSCI Emerging Markets ETF (IEMG)
Family Capital Trust Co added to a holding in iShares Core MSCI Emerging Markets ETF by 25.23%. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $61.190000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 273 shares as of 2021-12-31.
Here is the complete portfolio of Family Capital Trust Co. Also check out:
1. Family Capital Trust Co’s Undervalued Stocks
2. Family Capital Trust Co’s Top Growth Companies, and
3. Family Capital Trust Co’s High Yield stocks
4. Stocks that Family Capital Trust Co keeps buyingThis article first appeared on GuruFocus.
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