CT

Chicago Trust Portfolio holdings

AUM $720M
1-Year Est. Return 17.66%
This Quarter Est. Return
1 Year Est. Return
+17.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$390K
3
+$339K
4
AMZN icon
Amazon
AMZN
+$332K
5
NOW icon
ServiceNow
NOW
+$302K

Top Sells

1
+$1.88M
2
+$1.56M
3
+$1.18M
4
ABBV icon
AbbVie
ABBV
+$1.09M
5
JPM icon
JPMorgan Chase
JPM
+$923K

Sector Composition

1 Technology 21.27%
2 Healthcare 15.45%
3 Financials 12.7%
4 Industrials 8.52%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
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