BTCR
Bankers Trust Cedar Rapids Portfolio holdings
AUM
$2.17M
1-Year Est. Return
1.77%
1 Year Est. Return
+1.77%
AUM
$2.17M
AUM Growth
-$320K
(-13%)
Holding
8
Sector Composition
| 1 | Consumer Staples | 23.23% |
| 2 | Technology | 13.44% |
| 3 | Financials | 11.87% |
| 4 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Walmart
WMT
$811B
| $293K | 13.53% |
11,517
+516
|
|
||
2
IBM
IBM
$292B
| $291K | 13.44% |
1,583
-197
|
|
||
3
US Bancorp
USB
$72.8B
| $257K | 11.87% |
6,002
-310
|
|
||
4
Target
TGT
$40.5B
| $210K | 9.7% |
3,466
|
|
||
5
Exxon Mobil
XOM
$483B
| – | – |
-2,123
|
|