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
326
$11.7K ﹤0.01%
+100
327
$11.6K ﹤0.01%
+614
328
$11.5K ﹤0.01%
+71
329
$11.5K ﹤0.01%
+49
330
$11.1K ﹤0.01%
+37
331
$11K ﹤0.01%
+251
332
$10.9K ﹤0.01%
+24
333
$10.6K ﹤0.01%
+393
334
$10.4K ﹤0.01%
+180
335
$10.2K ﹤0.01%
+114
336
$10K ﹤0.01%
+263
337
$10K ﹤0.01%
+7,000
338
$9.9K ﹤0.01%
+605
339
$9.77K ﹤0.01%
+108
340
$9.76K ﹤0.01%
+464
341
$9.57K ﹤0.01%
+183
342
$9.5K ﹤0.01%
+192
343
$9.21K ﹤0.01%
+88
344
$9.14K ﹤0.01%
+358
345
$9.07K ﹤0.01%
+160
346
$9.06K ﹤0.01%
+450
347
$8.91K ﹤0.01%
+120
348
$8.72K ﹤0.01%
+2,023
349
$8.49K ﹤0.01%
+59
350
$8.43K ﹤0.01%
+59