test

Sonya Newkirk

@First Citizens Bank & Trust Co

Latest period2024 - Q4ReportedManaged Assets$5.448BTotal holdings470
Assets growth rate19.75%Assets growth rate (2-Q avg)2.79%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Bank & Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 470 positions.

Assets under management

The assets under management (AUM) of First Citizens Bank & Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.448B in assets, with a quarterly growth rate of 19.75% and a 2-quarter average growth rate of 2.79%. The portfolio is managed by Sonya Newkirk, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Tr
Recent Activity
Decreased -0.31%
18.31%
$997.105M
10.29M shares@ $96.9 avg price
IEFA
Ishares Tr
Recent Activity
Increased 16.76%
10.68%
$581.633M
8.276M shares@ $70.28 avg price
IWX
Ishares Tr
Recent Activity
Decreased -8.6%
8.38%
$456.06M
5.771M shares@ $79.03 avg price
IWS
Ishares Tr
Recent Activity
Increased 0.42%
6.11%
$332.436M
2.57M shares@ $129.34 avg price
MUB
Ishares Tr
Recent Activity
Decreased -0.97%
5.17%
$281.226M
2.639M shares@ $106.55 avg price
IWP
Ishares Tr
Recent Activity
Increased 25.65%
4.17%
$227.048M
1.791M shares@ $126.75 avg price
FCNCA
First Ctzns Bancshares Inc N
Recent Activity
Decreased -0.07%
3.55%
$193.356M
91,507 shares@ $2113.02 avg price
IWY
Ishares Tr
Recent Activity
Increased 0.79%
3.44%
$187.221M
5.046M shares@ $37.11 avg price
AAPL
Apple Inc
Recent Activity
Increased 17.27%
2.78%
$151.047M
603,176 shares@ $250.42 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 11.88%
1.88%
$102.364M
242,857 shares@ $421.5 avg price

1-10 of 470