Portfolio (Quarterly)
Guide ↗
Bath Savings Trust Co
· CIK 0001384943| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BDX | BECTON DICKINSON AND COMPANY | Healthcare | 1,214 | $236K | 0.02% | SOLD |
| 2 | — | BROWN FORMAN INC B | — | 8,870 | $231K | 0.02% | SOLD |
| 3 | WM | WASTE MANAGEMENT INC | Industrials | 973 | $214K | 0.02% | SOLD |
| 4 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 281 | $212K | 0.02% | SOLD |
| 5 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | — | 1,500 | $209K | 0.02% | SOLD |
| 6 | BLK | BLACKROCK INC | Financial Services | 192 | $206K | 0.02% | SOLD |
| 7 | RMD | RESMED INC | Healthcare | 850 | $205K | 0.02% | SOLD |
Sector Allocation
Technology
22.0%
Healthcare
15.3%
Consumer Cyclical
15.0%
Industrials
9.7%
Financial Services
9.2%
Consumer Defensive
9.2%
Communication Services
7.1%
Basic Materials
4.4%
Energy
3.5%
Utilities
3.3%