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
276
$27.4K 0.01%
+154
277
$26.4K 0.01%
+208
278
$26.1K 0.01%
+75
279
$25.6K 0.01%
+475
280
$25.4K 0.01%
+289
281
$24.1K 0.01%
+2,238
282
$23.7K 0.01%
+124
283
$23.5K 0.01%
+1,057
284
$23.3K 0.01%
+253
285
$23.2K 0.01%
+270
286
$23.1K 0.01%
+483
287
$23.1K 0.01%
+91
288
$21.5K 0.01%
+177
289
$21.2K 0.01%
+233
290
$21.1K 0.01%
+250
291
$21.1K 0.01%
+264
292
$21.1K 0.01%
+766
293
$20.8K 0.01%
+1,960
294
$20.3K 0.01%
+222
295
$20.2K 0.01%
+169
296
$20.2K 0.01%
+865
297
$20.1K 0.01%
+2,500
298
$19.9K 0.01%
+531
299
$19.8K 0.01%
+863
300
$19.7K 0.01%
+108