BSB

Bangor Savings Bank Portfolio holdings

AUM $1.2B
1-Year Est. Return 10.9%
This Quarter Est. Return
1 Year Est. Return
+10.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$5.27M
3 +$3.97M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.56M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.47M

Sector Composition

1 Technology 4.96%
2 Healthcare 3.19%
3 Financials 2.71%
4 Industrials 1.93%
5 Communication Services 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$99K 0.01%
+11,054
202
-13,856