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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
CBChubb Ltd
Recent Activity
Decreased -4.37%
0.56%
$3.674M
13,298 shares@ $276.3 avg price
HSYHershey Company
Recent Activity
Decreased -10.58%
0.51%
$3.357M
19,823 shares@ $169.35 avg price
NFLXNetflix Com
Recent Activity
Decreased -1.91%
0.51%
$3.336M
3,743 shares@ $891.33 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.59%
0.49%
$3.209M
11,070 shares@ $289.89 avg price
SCHWCharles Schwab Corp
Recent Activity
Decreased -0.03%
0.48%
$3.169M
42,821 shares@ $74.01 avg price
CMCSAComcast Corp New A
Recent Activity
Decreased -21.49%
0.48%
$3.152M
83,973 shares@ $37.54 avg price
ODFLOld Domini Com
Recent Activity
Decreased -13.34%
0.44%
$2.859M
16,210 shares@ $176.4 avg price
WMTWal Mart Stores Inc
Recent Activity
Decreased -16.49%
0.42%
$2.759M
30,536 shares@ $90.36 avg price
ZTSZoetis Inc
Recent Activity
Decreased -3.8%
0.42%
$2.744M
16,844 shares@ $162.94 avg price
DEDeere & Co
Recent Activity
Decreased -2.32%
0.41%
$2.665M
6,291 shares@ $423.71 avg price