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
$126M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$153K
2 +$61.3K
3 +$56.5K
4
AVGO icon
Broadcom
AVGO
+$51.8K
5
MPC icon
Marathon Petroleum
MPC
+$41.9K

Top Sells

1 +$234K
2 +$79.3K
3 +$48.4K
4
MSFT icon
Microsoft
MSFT
+$39.8K
5
AEE icon
Ameren
AEE
+$20.1K

Sector Composition

1 Financials 18.27%
2 Technology 14.24%
3 Healthcare 13.3%
4 Industrials 12.42%
5 Utilities 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$25.2K 0.02%
343
-32
177
$24.8K 0.02%
133
178
$24.6K 0.02%
166
179
$24.3K 0.02%
555
180
$24K 0.02%
4,250
181
$23.9K 0.02%
59
182
$23.8K 0.02%
323
183
$22.9K 0.02%
200
184
$22.8K 0.02%
1,314
185
$22.6K 0.02%
32
186
$22.3K 0.02%
353
187
$19.9K 0.02%
206
188
$19.7K 0.02%
401
189
$19.7K 0.02%
285
190
$19.4K 0.02%
88
191
$19.4K 0.02%
50
192
$19.2K 0.02%
242
193
$19.2K 0.02%
123
194
$18.7K 0.01%
736
195
$18.4K 0.01%
1,607
196
$18.4K 0.01%
1,500
197
$18.3K 0.01%
1,943
198
$18.2K 0.01%
1,000
199
$17.7K 0.01%
257
200
$17.4K 0.01%
464