BTD

BankPlus Trust Department Portfolio holdings

AUM $374M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$76.1M
2 +$13.9M
3 +$12.6M
4
NVDA icon
NVIDIA
NVDA
+$9.09M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$7.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.64%
2 Healthcare 9.46%
3 Financials 9.06%
4 Industrials 6.46%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$35K 0.01%
+272
252
$34.8K 0.01%
+132
253
$34.4K 0.01%
+333
254
$34.1K 0.01%
+200
255
$34.1K 0.01%
+451
256
$33.9K 0.01%
+1,349
257
$33.8K 0.01%
+1,165
258
$33.6K 0.01%
+3,398
259
$33.1K 0.01%
+92
260
$32.7K 0.01%
+422
261
$31.3K 0.01%
+936
262
$31K 0.01%
+335
263
$30.7K 0.01%
+246
264
$30.4K 0.01%
+136
265
$30.3K 0.01%
+798
266
$29.4K 0.01%
+696
267
$29.3K 0.01%
+882
268
$29.1K 0.01%
+286
269
$28.7K 0.01%
+430
270
$28.6K 0.01%
+459
271
$28.4K 0.01%
+351
272
$28.1K 0.01%
+1,404
273
$28K 0.01%
+2,134
274
$27.8K 0.01%
+214
275
$27.7K 0.01%
+53