CBT

Crews Bank & Trust Portfolio holdings

AUM $683M
1-Year Est. Return 10.44%
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$593M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.04%
2 Financials 4.42%
3 Healthcare 3.02%
4 Industrials 2.55%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$29.1K ﹤0.01%
+442
402
$28.8K ﹤0.01%
+247
403
$28.3K ﹤0.01%
+2,500
404
$27.8K ﹤0.01%
+171
405
$27.4K ﹤0.01%
+300
406
$26.7K ﹤0.01%
+452
407
$26.3K ﹤0.01%
+57
408
$26.3K ﹤0.01%
+385
409
$26.3K ﹤0.01%
+300
410
$26.2K ﹤0.01%
+385
411
$26.2K ﹤0.01%
+492
412
$25.9K ﹤0.01%
+877
413
$25.9K ﹤0.01%
+765
414
$25.8K ﹤0.01%
+100
415
$25.8K ﹤0.01%
+840
416
$25.6K ﹤0.01%
+206
417
$25.4K ﹤0.01%
+500
418
$25.4K ﹤0.01%
+270
419
$25.3K ﹤0.01%
+400
420
$25.2K ﹤0.01%
+316
421
$25.2K ﹤0.01%
+2,182
422
$25.1K ﹤0.01%
+800
423
$24.7K ﹤0.01%
+187
424
$24.6K ﹤0.01%
+150
425
$24.6K ﹤0.01%
+601