We are live on ! Find out more
BT

Banque Transatlantique Portfolio holdings

AUM $4.17B
1-Year Est. Return 28.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.4M
3
+$11.1M
4
BSX icon
Boston Scientific
BSX
+$11M
5
V icon
Visa
V
+$9.5M

Top Sells

1
+$40.6M
2
+$33.8M
3
+$33.1M
4
ETN icon
Eaton
ETN
+$21.2M
5
TT icon
Trane Technologies
TT
+$19.5M

Sector Composition

1 Technology 43.49%
2 Healthcare 14.13%
3 Consumer Discretionary 13.09%
4 Consumer Staples 9.2%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-15,468
252
– –
-57,919
253
– –
-4,847
254
– –
-12,520
255
– –
-78,091
256
– –
-900
257
– –
-850
258
– –
-72,725
259
– –
-400
260
– –
-9,950
261
– –
-2,886
262
– –
-700
263
– –
-4,403
264
– –
-35
265
– –
-44,578
7 8 9 10
11