BTC

Bank & Trust Company Portfolio holdings

AUM $142M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$94.6K
2 +$51.1K
3 +$38.5K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.3K
5
NVO icon
Novo Nordisk
NVO
+$10.1K

Top Sells

1 +$227K
2 +$217K
3 +$127K
4
AEE icon
Ameren
AEE
+$97.9K
5
ITW icon
Illinois Tool Works
ITW
+$63.9K

Sector Composition

1 Financials 17.62%
2 Healthcare 14.65%
3 Technology 13.84%
4 Industrials 13.09%
5 Utilities 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.36K ﹤0.01%
130
277
$1.08K ﹤0.01%
1,000
278
$1.06K ﹤0.01%
359
279
$1.04K ﹤0.01%
52
280
$940 ﹤0.01%
100
281
$507 ﹤0.01%
25
282
$488 ﹤0.01%
32
283
$300 ﹤0.01%
896
284
$263 ﹤0.01%
50
285
$220 ﹤0.01%
525
286
-124
287
-53