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
401
$2.32K ﹤0.01%
+38
402
$2.3K ﹤0.01%
+240
403
$2.25K ﹤0.01%
+38
404
$2.21K ﹤0.01%
+29
405
$2.2K ﹤0.01%
+8
406
$2.15K ﹤0.01%
+25
407
$2.02K ﹤0.01%
+27
408
$1.94K ﹤0.01%
+4
409
$1.87K ﹤0.01%
+107
410
$1.74K ﹤0.01%
+15
411
$1.61K ﹤0.01%
+7
412
$1.6K ﹤0.01%
+3
413
$1.57K ﹤0.01%
+11
414
$1.53K ﹤0.01%
+14
415
$1.46K ﹤0.01%
+9
416
$1.45K ﹤0.01%
+3
417
$1.42K ﹤0.01%
+3
418
$1.4K ﹤0.01%
+47
419
$1.4K ﹤0.01%
+5
420
$1.35K ﹤0.01%
+8
421
$1.35K ﹤0.01%
+5
422
$1.34K ﹤0.01%
+3
423
$1.29K ﹤0.01%
+4
424
$1.29K ﹤0.01%
+21
425
$1.26K ﹤0.01%
+24
15 16
17
18 19