MFBTD
MB Financial Bank - Trust Department Portfolio holdings
AUM
$816M
1-Year Return
5.49%
This Quarter Return
+1.92%
1 Year Return
+5.49%
3 Year Return
+23.46%
5 Year Return
+36.18%
10 Year Return
–
AUM
$639M
AUM Growth
–
Cap. Flow
+$639M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.69%
Holding
374
New
374
Increased
–
Reduced
–
Closed
–
Top Buys
1 |
MBFI
MB Financial Corp
MBFI
|
$25.5M |
2 |
Apple
AAPL
|
$7.68M |
3 |
UnitedHealth
UNH
|
$7.61M |
4 |
Merck
MRK
|
$7.52M |
5 |
JPMorgan Chase
JPM
|
$7.47M |
Top Sells
No sells this quarter
Sector Composition
1 | Financials | 11.07% |
2 | Technology | 7.28% |
3 | Healthcare | 6.48% |
4 | Industrials | 4.99% |
5 | Energy | 4.62% |