CBB

Citizens Business Bank Portfolio holdings

AUM $605M
1-Year Est. Return 23.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$17.4M
3 +$12M
4
JPM icon
JPMorgan Chase
JPM
+$10.5M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$9.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.04%
2 Healthcare 10.96%
3 Energy 9.73%
4 Technology 9.26%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$45K 0.01%
+15,000