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
301
$19.6K 0.01%
+446
302
$18.6K 0.01%
+414
303
$17.2K 0.01%
+500
304
$17.1K 0.01%
+185
305
$17.1K 0.01%
+200
306
$16.8K 0.01%
+496
307
$16.2K 0.01%
+26
308
$15.9K 0.01%
+569
309
$15.4K 0.01%
+410
310
$15.4K 0.01%
+175
311
$14.8K ﹤0.01%
+14
312
$14.5K ﹤0.01%
+120
313
$14.4K ﹤0.01%
+203
314
$14.3K ﹤0.01%
+268
315
$14.2K ﹤0.01%
+226
316
$13.9K ﹤0.01%
+150
317
$13.8K ﹤0.01%
+274
318
$13.3K ﹤0.01%
+232
319
$13.3K ﹤0.01%
+145
320
$13.1K ﹤0.01%
+468
321
$12.6K ﹤0.01%
+310
322
$12.5K ﹤0.01%
+261
323
$11.9K ﹤0.01%
+172
324
$11.8K ﹤0.01%
+112
325
$11.8K ﹤0.01%
+225