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
351
$8.2K ﹤0.01%
+8
352
$7.83K ﹤0.01%
+40
353
$7.62K ﹤0.01%
+106
354
$7.32K ﹤0.01%
+79
355
$7.05K ﹤0.01%
+64
356
$6.86K ﹤0.01%
+54
357
$6.76K ﹤0.01%
+186
358
$6.25K ﹤0.01%
+82
359
$6.07K ﹤0.01%
+47
360
$6.05K ﹤0.01%
+30
361
$6K ﹤0.01%
+296
362
$5.97K ﹤0.01%
+60
363
$5.77K ﹤0.01%
+94
364
$5.7K ﹤0.01%
+8
365
$5.68K ﹤0.01%
+52
366
$5.63K ﹤0.01%
+43
367
$5.62K ﹤0.01%
+63
368
$5.4K ﹤0.01%
+24
369
$5.25K ﹤0.01%
+45
370
$5.17K ﹤0.01%
+40
371
$5.16K ﹤0.01%
+23
372
$5.13K ﹤0.01%
+28
373
$4.95K ﹤0.01%
+64
374
$4.92K ﹤0.01%
+17
375
$4.91K ﹤0.01%
+91
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