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
1926
$0 ﹤0.01%
+9
1927
$0 ﹤0.01%
+4
1928
$0 ﹤0.01%
+11
1929
$0 ﹤0.01%
+37
1930
$0 ﹤0.01%
+11
1931
$0 ﹤0.01%
+2
1932
$0 ﹤0.01%
+1
1933
$0 ﹤0.01%
+2
1934
$0 ﹤0.01%
+10
1935
$0 ﹤0.01%
+25
1936
$0 ﹤0.01%
+42
1937
$0 ﹤0.01%
+12
1938
0
1939
$0 ﹤0.01%
+3
1940
$0 ﹤0.01%
+31
1941
$0 ﹤0.01%
+3
1942
$0 ﹤0.01%
+19
1943
$0 ﹤0.01%
+28
1944
$0 ﹤0.01%
+6
1945
$0 ﹤0.01%
+14
1946
$0 ﹤0.01%
+1
1947
$0 ﹤0.01%
+12
1948
$0 ﹤0.01%
+1
1949
$0 ﹤0.01%
+5
1950
$0 ﹤0.01%
+8