ACADIA TRUST NA

data from 30/09/2016

Capitalization

$ 329.893 M 1.17 %

Average holding period

31 ans

Performance

$ 8.830 B 17 602.88 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ACADIA TRUST NA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/09/30 JNJ JOHNSON & JOHNSON 3.60% 11.882 M $ 100585 2002/12/31 -325.584 K $ -2.61 %
2016/09/30 ACN ACCENTURE PLC CL A 3.47% 11.457 M $ 93785 2009/09/30 836.868 K $ 7.84 %
2016/09/30 PG PROCTER & GAMBLE CO 3.27% 10.802 M $ 120361 2002/12/31 617.443 K $ 6.00 %
2016/09/30 MSFT MICROSOFT CORP 3.15% 10.401 M $ 180578 2002/12/31 1.191 M $ 12.57 %
2016/09/30 VTR VENTAS INC REIT 3.05% 10.075 M $ 142645 2015/12/31 -316.750 K $ -3.01 %
2016/09/30 BARD CR INC 2.95% 9.723 M $ 43352 2012/09/30 -487.628 K $ -4.62 %
2016/09/30 MRK MERCK & CO INC 2.95% 9.721 M $ 155758 2009/12/31 765.824 K $ 8.33 %
2016/09/30 T AT&T INC 2.92% 9.646 M $ 237548 2005/12/31 -624.373 K $ -6.01 %
2016/09/30 OMC OMNICOM GROUP 2.87% 9.454 M $ 111226 2007/12/31 390.132 K $ 4.31 %
2016/09/30 BDX BECTON DICKINSON 2.85% 9.403 M $ 52314 2006/12/31 545.738 K $ 5.98 %
2016/09/30 XYL XYLEM INC 2.85% 9.399 M $ 179198 2011/12/31 1.430 M $ 17.47 %
2016/09/30 RSG REPUBLIC SERVICES INC 2.68% 8.830 M $ 175039 2011/06/30 -154.753 K $ -1.68 %
2016/09/30 SCANA CORP 2.67% 8.793 M $ 121500 2006/12/31 -412.575 K $ -4.35 %
2016/09/30 NORTHWEST NATURAL GAS COMPANY 2.57% 8.488 M $ 141219 2013/12/31 -678.386 K $ -7.27 %
2016/09/30 PEP PEPSICO INC 2.55% 8.414 M $ 77359 2002/12/31 222.752 K $ 2.67 %
2016/09/30 SYY SYSCO CORP 2.52% 8.325 M $ 169869 2002/12/31 -302.170 K $ -3.41 %
2016/09/30 SO THE SOUTHERN COMPANY 2.51% 8.296 M $ 161701 2006/12/31 -380.181 K $ -4.34 %
2016/09/30 WY WEYERHAEUSER CO REIT 2.50% 8.246 M $ 258164 2016/03/31 570.716 K $ 7.29 %
2016/09/30 BCE BCE INC 2.46% 8.125 M $ 175932 2012/06/30 -200.222 K $ -2.39 %
2016/09/30 GIS GENERAL MILLS INC 2.37% 7.829 M $ 122565 2002/12/31 -924.233 K $ -10.43 %
2016/09/30 MCD MCDONALDS CORP 2.37% 7.827 M $ 67847 2006/12/31 -336.578 K $ -4.14 %
2016/09/30 IBM INTL. BUSINESS MACHINES CORP 2.35% 7.737 M $ 48706 2002/12/31 346.590 K $ 4.66 %
2016/09/30 DUK DUKE ENERGY CORP 2.30% 7.599 M $ 94930 2012/09/30 -550.574 K $ -6.70 %
2016/09/30 USB US BANCORP NEW 2.25% 7.425 M $ 173108 2002/12/31 435.266 K $ 6.35 %
2016/09/30 PRAXAIR INC 2.20% 7.267 M $ 60138 2015/09/30 506.915 K $ 7.52 %
2016/09/30 KMB KIMBERLY CLARK CORP 2.18% 7.204 M $ 57112 2004/12/31 -635.799 K $ -8.25 %
2016/09/30 FLIR FLIR SYSTEMS INC 2.15% 7.085 M $ 225486 2015/12/31 103.891 K $ 1.52 %
2016/09/30 CAG CONAGRA FOODS INC 2.10% 6.916 M $ 146807 2014/03/31 -101.276 K $ -1.45 %
2016/09/30 HMC HONDA MOTOR LTD SPONS ADR 2.02% 6.662 M $ 230366 2014/06/30 833.906 K $ 14.17 %
2016/09/30 INTC INTEL CORP 2.01% 6.638 M $ 175847 2006/09/30 853.795 K $ 15.09 %
2016/09/30 UNITED TECHNOLOGIES CORP 1.89% 6.224 M $ 61260 2005/09/30 -57.275 K $ -0.94 %
2016/09/30 GE GENERAL ELECTRIC CORP 1.88% 6.206 M $ 209498 2002/12/31 -234.687 K $ -3.68 %
2016/09/30 CB CHUBB LTD 1.88% 6.204 M $ 49376 2016/03/31 -241.893 K $ -3.87 %
2016/09/30 FLR FLUOR CORP 1.65% 5.458 M $ 106344 2014/12/31 218.822 K $ 4.14 %
2016/09/30 CHKP CHECK POINT SOFTWARE TECH LTD 1.25% 4.128 M $ 53195 2016/09/30 0.000 $ 0.00 %
2016/09/30 COL ROCKWELL COLLINS 1.25% 4.124 M $ 48905 2016/09/30 0.000 $ 0.00 %
2016/09/30 TRP TRANSCANADA CORP 1.23% 4.065 M $ 85478 2015/09/30 199.262 K $ 5.17 %
2016/09/30 TGT TARGET CORP 1.18% 3.888 M $ 56619 2016/06/30 -62.544 K $ -1.63 %
2016/09/30 XOM EXXONMOBIL CORP 1.12% 3.683 M $ 42206 2013/06/30 -271.391 K $ -6.89 %
2016/09/30 NVS NOVARTIS AG SPONS ADR 1.06% 3.507 M $ 44413 2016/06/30 -140.230 K $ -4.02 %
2016/09/30 CVS CVS HEALTH CORP 1.05% 3.478 M $ 39085 2016/09/30 0.000 $ 0.00 %
2016/09/30 CAC CAMDEN NATIONAL CORP 0.97% 3.186 M $ 66725 2013/06/30 387.488 K $ 13.68 %
2016/09/30 HD HOME DEPOT INC 0.36% 1.176 M $ 9136 2002/12/31 9.118 K $ 0.78 %
2016/09/30 SLB SCHLUMBERGER LTD 0.25% 818.000 K $ 10402 2002/12/31 -4.614 K $ -0.56 %
2016/09/30 MMM 3M CO 0.24% 791.000 K $ 4486 2002/12/31 4.423 K $ 0.53 %
2016/09/30 CAT CATERPILLAR INC 0.22% 736.000 K $ 8286 2002/12/31 107.386 K $ 17.07 %
2016/09/30 WMT WAL MART STORES INC 0.22% 721.000 K $ 9987 2006/12/31 -8.898 K $ -1.23 %
2016/09/30 HON HONEYWELL INTERNATIONAL INC 0.21% 702.000 K $ 6028 2002/12/31 1.625 K $ 0.23 %
2016/09/30 CVX CHEVRON CORPORATION 0.21% 689.000 K $ 6693 2002/12/31 -12.879 K $ -1.82 %
2016/09/30 DHR DANAHER CORP 0.17% 569.000 K $ 7260 2013/12/31 17.606 K $ 2.40 %
2016/09/30 CL COLGATE PALMOLIVE CO 0.17% 556.000 K $ 7499 2004/12/31 7.128 K $ 1.28 %
2016/09/30 ABBV ABBVIE INC 0.16% 541.000 K $ 8584 2013/03/31 10.218 K $ 1.87 %
2016/09/30 BRK-B BERKSHIRE HATHAWAY INC-CL B 0.16% 531.000 K $ 3678 2010/03/31 -1.227 K $ -0.22 %
2016/09/30 CSCO CISCO SYSTEMS INC 0.15% 484.000 K $ 15271 2002/12/31 46.271 K $ 10.56 %
2016/09/30 ADP AUTOMATIC DATA PROCESSING INC 0.15% 480.000 K $ 5437 2002/12/31 -20.005 K $ -4.00 %
2016/09/30 DIS DISNEY WALT CO NEW 0.14% 477.000 K $ 5136 2002/12/31 -25.722 K $ -5.07 %
2016/09/30 PFE PFIZER INC 0.14% 474.000 K $ 13982 2002/12/31 -18.782 K $ -3.80 %
2016/09/30 CMCSA COMCAST CORP-CL A 0.14% 473.000 K $ 7127 2006/12/31 8.177 K $ 1.75 %
2016/09/30 ABT ABBOTT LABS 0.14% 462.000 K $ 10924 2002/12/31 35.229 K $ 7.58 %
2016/09/30 KO COCA COLA CO 0.14% 458.000 K $ 10819 2002/12/31 -33.528 K $ -6.64 %
2016/09/30 AAPL APPLE INC 0.14% 450.000 K $ 3977 2006/12/31 75.829 K $ 18.27 %
2016/09/30 UGI UGI CORP 0.14% 448.000 K $ 9902 2006/12/31 -103.000 $ -0.02 %
2016/09/30 NEE NEXTERA ENERGY INC 0.13% 439.000 K $ 3589 2010/06/30 -29.233 K $ -6.19 %
2016/09/30 TRV TRAVELERS COMPANIES INC 0.13% 419.000 K $ 3658 2007/03/31 -15.750 K $ -3.77 %
2016/09/30 GPC GENUINE PARTS CO 0.12% 391.000 K $ 3890 2008/03/31 -3.111 K $ -0.79 %
2016/09/30 PNY PIEDMONT NATURAL GAS INC 0.12% 380.000 K $ 6341 2006/12/31 -507.000 $ -0.13 %
2016/09/30 JWN NORDSTROM INC 0.11% 368.000 K $ 7093 2010/06/30 98.096 K $ 36.33 %
2016/09/30 LLY LILLY ELI & CO 0.11% 361.000 K $ 4490 2002/12/31 6.840 K $ 1.92 %
2016/09/30 VZ VERIZON COMMUNICATIONS 0.10% 342.000 K $ 6571 2002/12/31 -25.491 K $ -6.91 %
2016/09/30 HUBB HUBBELL INC 0.10% 339.000 K $ 3150 2015/12/31 7.150 K $ 2.15 %
2016/09/30 D DOMINION RESOURCES INC 0.09% 289.000 K $ 3896 2002/12/31 -14.471 K $ -4.70 %
2016/09/30 UNH UNITEDHEALTH GROUP INC 0.08% 261.000 K $ 1863 2015/06/30 -2.265 K $ -0.85 %
2016/09/30 CPB CAMPBELL SOUP CO 0.07% 226.000 K $ 4135 2015/09/30 -48.917 K $ -17.79 %
2016/09/30 WFC WELLS FARGO & CO 0.07% 222.000 K $ 5015 2015/09/30 -13.160 K $ -6.45 %
2016/09/30 ESRX EXPRESS SCRIPTS HLDG 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/09/30 HSY THE HERSHEY COMPANY 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/09/30 EMC EMC CORP MASS 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %