FBT
First Bank & Trust Portfolio holdings
AUM
$594M
1-Year Est. Return
17.87%
1 Year Est. Return
+17.87%
AUM
$561M
AUM Growth
+$44.1M
(+8.5%)
Holding
253
Top Buys
| 1 | +$1.75M | |
| 2 | +$1.73M | |
| 3 | +$1.26M | |
| 4 |
GSK
GSK
|
+$1.22M |
| 5 |
Datadog
DDOG
|
+$1.21M |
Top Sells
| 1 | +$2.27M | |
| 2 | +$1.68M | |
| 3 | +$1.02M | |
| 4 |
Philip Morris
PM
|
+$789K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$774K |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Financials | 8.36% |
| 3 | Healthcare | 5.67% |
| 4 | Utilities | 4.82% |
| 5 | Communication Services | 4.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Merck
MRK
$251B
| – | – |
-5,566
|
|