BTC
Bank & Trust Company Portfolio holdings
AUM
$135M
1-Year Est. Return
15.85%
1 Year Est. Return
+15.85%
AUM
$135M
AUM Growth
+$9M
(+7.1%)
Holding
302
Top Buys
| 1 | +$116K | |
| 2 | +$108K | |
| 3 | +$75.2K | |
| 4 |
Clorox
CLX
|
+$29.6K |
| 5 |
Verizon
VZ
|
+$19.8K |
Top Sells
| 1 | +$64K | |
| 2 | +$37.1K | |
| 3 | +$33.5K | |
| 4 |
Eli Lilly
LLY
|
+$30.5K |
| 5 |
Mercury Insurance
MCY
|
+$27.8K |
Sector Composition
| 1 | Financials | 18.49% |
| 2 | Technology | 14.34% |
| 3 | Healthcare | 12.87% |
| 4 | Industrials | 12.37% |
| 5 | Utilities | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Asana
ASAN
$3.32B
| – | – |
-25
|
|