CT
Chicago Trust Portfolio holdings
AUM
$712M
1-Year Return
16.09%
This Quarter Return
-0.21%
1 Year Return
+16.09%
3 Year Return
+65.88%
5 Year Return
+128.06%
10 Year Return
+245.65%
AUM
$292M
AUM Growth
–
Cap. Flow
+$292M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.61%
Holding
191
New
191
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$13M |
| 2 |
AbbVie
ABBV
|
$8.63M |
| 3 |
Apple
AAPL
|
$7.52M |
| 4 |
Abbott
ABT
|
$7.26M |
| 5 |
AT&T
T
|
$6.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.9% |
| 2 | Industrials | 15.28% |
| 3 | Energy | 11.64% |
| 4 | Technology | 11.59% |
| 5 | Financials | 11.1% |
