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LEIGH ANN YOUNG

@Central Bank & Trust Co

Latest period2024 - Q4ReportedManaged Assets$660.649MTotal holdings180
Assets growth rate-8.92%Assets growth rate (2-Q avg)-4.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Central Bank & Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Central Bank & Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 660.649M in assets, with a quarterly growth rate of -8.92% and a 2-quarter average growth rate of -4.03%. The portfolio is managed by LEIGH ANN YOUNG, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
Exited
0%
$7.513M
9,206 shares@ $816.08 avg price
XLKSector Spdr Tr Shs
Recent Activity
Exited
0%
$1.531M
6,783 shares@ $225.76 avg price
BLKBlackrock
Recent Activity
Exited
0%
$892,539
940 shares@ $949.51 avg price
AVUVAvantis Us Small Cap
Recent Activity
Exited
0%
$590,188
6,151 shares@ $95.95 avg price
DGROIshares Tr Core Div
Recent Activity
Exited
0%
$488,669
7,795 shares@ $62.7 avg price
IDUIshares U.s. Util
Recent Activity
Exited
0%
$403,387
3,954 shares@ $102.02 avg price
DIASpdr Dow Jones Indl
Recent Activity
Exited
0%
$381,654
902 shares@ $423.12 avg price
RSPTInvesco Exchange
Recent Activity
Exited
0%
$378,772
10,047 shares@ $37.71 avg price
HTDHancock John Tax Adv
Recent Activity
Exited
0%
$373,215
16,073 shares@ $23.22 avg price
TFCTruist Finl Corp
Recent Activity
Exited
0%
$317,482
7,423 shares@ $42.78 avg price