CNBTD

Citizens National Bank Trust Department Portfolio holdings

AUM $501M
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$6.77M
2 +$5.14M
3 +$5.04M
4
UNH icon
UnitedHealth
UNH
+$4.18M
5
MSFT icon
Microsoft
MSFT
+$3.61M

Sector Composition

1 Technology 15.48%
2 Healthcare 13.92%
3 Consumer Staples 13.28%
4 Financials 9.9%
5 Industrials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
20
327
$1K ﹤0.01%
15
328
-49
329
-908
330
-600