BTI

Blue Trust Inc Portfolio holdings

AUM $8.91B
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.43B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,063
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.11%
2 Financials 1.01%
3 Healthcare 0.97%
4 Consumer Staples 0.86%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$6K ﹤0.01%
+686
1402
$6K ﹤0.01%
+75
1403
$6K ﹤0.01%
+95
1404
$6K ﹤0.01%
+397
1405
$6K ﹤0.01%
+34
1406
$6K ﹤0.01%
+670
1407
$6K ﹤0.01%
+148
1408
$6K ﹤0.01%
+127
1409
$6K ﹤0.01%
+355
1410
$6K ﹤0.01%
+255
1411
$6K ﹤0.01%
+75
1412
$6K ﹤0.01%
+68
1413
$6K ﹤0.01%
+1,095
1414
$5K ﹤0.01%
+25
1415
$5K ﹤0.01%
+100
1416
$5K ﹤0.01%
+131
1417
$5K ﹤0.01%
+146
1418
$5K ﹤0.01%
+210
1419
$5K ﹤0.01%
+89
1420
$5K ﹤0.01%
+237
1421
$5K ﹤0.01%
+105
1422
$5K ﹤0.01%
+129
1423
$5K ﹤0.01%
+74
1424
$5K ﹤0.01%
+196
1425
$5K ﹤0.01%
+163