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
426
$1.25K ﹤0.01%
+21
427
$1.22K ﹤0.01%
+16
428
$1.21K ﹤0.01%
+3
429
$1.21K ﹤0.01%
+78
430
$1.21K ﹤0.01%
+6
431
$1.2K ﹤0.01%
+11
432
$1.1K ﹤0.01%
+28
433
$1.02K ﹤0.01%
+340
434
$964 ﹤0.01%
+5
435
$962 ﹤0.01%
+91
436
$959 ﹤0.01%
+25
437
$946 ﹤0.01%
+15
438
$917 ﹤0.01%
+4
439
$896 ﹤0.01%
+33
440
$889 ﹤0.01%
+2
441
$880 ﹤0.01%
+59
442
$873 ﹤0.01%
+7
443
$869 ﹤0.01%
+8
444
$799 ﹤0.01%
+29
445
$797 ﹤0.01%
+20
446
$795 ﹤0.01%
+7
447
$773 ﹤0.01%
+5
448
$761 ﹤0.01%
+13
449
$710 ﹤0.01%
+6
450
$664 ﹤0.01%
+11
15 16 17
18
19