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
376
$4.88K ﹤0.01%
+69
377
$4.87K ﹤0.01%
+57
378
$4.78K ﹤0.01%
+63
379
$4.64K ﹤0.01%
+134
380
$4.43K ﹤0.01%
+110
381
$4.41K ﹤0.01%
+39
382
$4.4K ﹤0.01%
+151
383
$4.4K ﹤0.01%
+146
384
$4.37K ﹤0.01%
+91
385
$4.09K ﹤0.01%
+120
386
$4.04K ﹤0.01%
+192
387
$4.01K ﹤0.01%
+83
388
$3.97K ﹤0.01%
+185
389
$3.91K ﹤0.01%
+141
390
$3.88K ﹤0.01%
+16
391
$3.85K ﹤0.01%
+28
392
$3.56K ﹤0.01%
+130
393
$3.56K ﹤0.01%
+72
394
$3.49K ﹤0.01%
+154
395
$3.42K ﹤0.01%
+10
396
$3.4K ﹤0.01%
+16
397
$3.2K ﹤0.01%
+38
398
$3.18K ﹤0.01%
+5
399
$3K ﹤0.01%
+5
400
$2.96K ﹤0.01%
+26
14 15
16
17 18