CBT

Central Bank & Trust Portfolio holdings

AUM $647M
1-Year Est. Return 22.13%
This Quarter Est. Return
1 Year Est. Return
+22.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.05M
3
+$3.71M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.13M
5
PANW icon
Palo Alto Networks
PANW
+$820K

Top Sells

1
+$8.95M
2
+$5.58M
3
+$3.07M
4
CMCSA icon
Comcast
CMCSA
+$2M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.62M

Sector Composition

1 Technology 24.47%
2 Financials 8.82%
3 Healthcare 8.31%
4 Consumer Discretionary 7.04%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
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