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
$374M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$1.55M
3 +$1.48M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.17M
5
PGR icon
Progressive
PGR
+$1.02M

Top Sells

1 +$1.32M
2 +$672K
3 +$630K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$497K
5
NVDA icon
NVIDIA
NVDA
+$318K

Sector Composition

1 Technology 20.28%
2 Healthcare 9.98%
3 Financials 9.9%
4 Industrials 6.51%
5 Consumer Discretionary 4.74%