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
$6.1B
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.48%
2 Healthcare 1.43%
3 Financials 1.36%
4 Consumer Staples 1.07%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$4K ﹤0.01%
142
-2,155
1827
$4K ﹤0.01%
210
+24
1828
$4K ﹤0.01%
64
-14
1829
$4K ﹤0.01%
362
+38
1830
$4K ﹤0.01%
90
1831
$4K ﹤0.01%
47
1832
$4K ﹤0.01%
925
1833
$4K ﹤0.01%
+231
1834
$4K ﹤0.01%
91
1835
$4K ﹤0.01%
+39
1836
$4K ﹤0.01%
109
1837
$4K ﹤0.01%
99
+49
1838
$4K ﹤0.01%
+271
1839
$4K ﹤0.01%
237
1840
$4K ﹤0.01%
29
+25
1841
$4K ﹤0.01%
+243
1842
$4K ﹤0.01%
46
1843
$4K ﹤0.01%
84
+22
1844
$4K ﹤0.01%
517
1845
$4K ﹤0.01%
451
+266
1846
$4K ﹤0.01%
+120
1847
$4K ﹤0.01%
397
+265
1848
$4K ﹤0.01%
138
+28
1849
$4K ﹤0.01%
+367
1850
$4K ﹤0.01%
30