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
426
$24.5K ﹤0.01%
+51
427
$24.5K ﹤0.01%
+115
428
$24.3K ﹤0.01%
+275
429
$24K ﹤0.01%
+852
430
$23.6K ﹤0.01%
+850
431
$23.4K ﹤0.01%
+826
432
$23.3K ﹤0.01%
+850
433
$23K ﹤0.01%
+1,200
434
$22.9K ﹤0.01%
+705
435
$22.9K ﹤0.01%
+300
436
$22.8K ﹤0.01%
+1,150
437
$22.6K ﹤0.01%
+305
438
$22.6K ﹤0.01%
+707
439
$22.6K ﹤0.01%
+250
440
$22K ﹤0.01%
+200
441
$22K ﹤0.01%
+242
442
$21.8K ﹤0.01%
+62
443
$21.8K ﹤0.01%
+165
444
$21.8K ﹤0.01%
+235
445
$21.4K ﹤0.01%
+500
446
$21.1K ﹤0.01%
+236
447
$21.1K ﹤0.01%
+233
448
$21K ﹤0.01%
+200
449
$20.9K ﹤0.01%
+406
450
$20.4K ﹤0.01%
+800