BTCR

Bankers Trust Cedar Rapids Portfolio holdings

AUM $2.17M
1-Year Est. Return 1.77%
This Quarter Est. Return
1 Year Est. Return
+1.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$215K

Top Sells

1
+$45.4K
2
+$13K
3
+$9.22K
4
IBM icon
IBM
IBM
+$3.23K

Sector Composition

1 Consumer Staples 20.44%
2 Technology 12.84%
3 Financials 10.26%
4 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$319K 12.84%
1,780
-18
2
$289K 11.63%
11,001
-1,728
3
$255K 10.26%
6,312
-323
4
$219K 8.81%
3,466
-146
5
$215K 8.65%
+2,123