BTC
Bank & Trust Company Portfolio holdings
AUM $126M
1-Year Return
13.76%
This Quarter Return
+4.72%
1 Year Return
+13.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$3.59M
(+2.9%)
Cap. Flow
+$169K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
36.9%
Holding
291
New
2
Increased
29
Reduced
39
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
+$153K |
| 2 |
US Bancorp
USB
|
+$61.3K |
| 3 |
Target
TGT
|
+$56.5K |
| 4 |
Broadcom
AVGO
|
+$51.8K |
| 5 |
Marathon Petroleum
MPC
|
+$41.9K |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$234K |
| 2 |
3M
MMM
|
+$79.3K |
| 3 |
Otter Tail
OTTR
|
+$48.4K |
| 4 |
Microsoft
MSFT
|
+$39.8K |
| 5 |
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% |
