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
201
$67.8K 0.02%
+2,979
202
$67.6K 0.02%
+390
203
$65.3K 0.02%
+500
204
$65.2K 0.02%
+2,397
205
$65.1K 0.02%
+440
206
$64.8K 0.02%
+728
207
$64.6K 0.02%
+13
208
$63.2K 0.02%
+572
209
$63K 0.02%
+818
210
$63K 0.02%
+895
211
$61K 0.02%
+97
212
$60.4K 0.02%
+146
213
$59.4K 0.02%
+1,212
214
$59.3K 0.02%
+790
215
$58.4K 0.02%
+300
216
$57.9K 0.02%
+2,198
217
$57.6K 0.02%
+500
218
$55.8K 0.02%
+663
219
$55.6K 0.02%
+411
220
$53.2K 0.02%
+494
221
$52.6K 0.02%
+600
222
$52.4K 0.02%
+930
223
$49.3K 0.02%
+238
224
$49.1K 0.02%
+635
225
$47K 0.02%
+306