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Erin Snyder

@First Bank & Trust

Latest period2024 - Q3ReportedManaged Assets$527.133MTotal holdings234
Assets growth rate7.37%Assets growth rate (2-Q avg)4.43%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in First Bank & Trust's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of First Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 527.133M in assets, with a quarterly growth rate of 7.37% and a 2-quarter average growth rate of 4.43%. The portfolio is managed by Erin Snyder, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CTLTCatalent Inc
Recent Activity
Exited
0%
$297,794
5,296 shares@ $56.23 avg price
FORMFormfactor Inc
Recent Activity
Exited
0%
$241,999
3,998 shares@ $60.54 avg price
HUMHumana Inc
Recent Activity
Exited
0%
$232,037
621 shares@ $373.66 avg price
MDTMedtronic Plc
Recent Activity
Exited
0%
$222,592
2,828 shares@ $78.72 avg price
MYRGMyr Group Inc Del Com
Recent Activity
Exited
0%
$219,443
1,617 shares@ $135.71 avg price
BBIOBridgebio Pharma Inc Com
Recent Activity
Exited
0%
$203,754
8,044 shares@ $25.33 avg price