BHBT

Burke & Herbert Bank & Trust Portfolio holdings

AUM $465M
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$8.93M
2 +$7.93M
3 +$4.27M
4
GE icon
GE Aerospace
GE
+$3.83M
5
CVX icon
Chevron
CVX
+$2.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.25%
2 Energy 15.25%
3 Healthcare 15.14%
4 Consumer Staples 12.09%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$120K 0.14%
+15,025