BTO
John Hancock Financial Opportunities Fund
1W: -1.7%
1M: -7.9%
3M: -9.1%
YTD: +2.2%
1Y: +3.1%
3Y: +71.5%
5Y: +23.9%
$36.01
+0.20 (+0.56%)
Weekly Expected Move ±1.8%
$35
$35
$36
$37
$37
Key Statistics
AUM$714M
Holdings137
Top 10 Wt17.8%
Volume52,944
Avg Volume42,861
Beta0.93
Portfolio Fundamentals
P/E12.5
P/B1.2
Div Yield2.58%
ROE10.5%
% Profitable71%
Inception1994-08-16
Sector Allocation
Financial Services
106.5%
Other
9.0%
Real Estate
1.7%
Consumer Defensive
1.0%
Technology
0.8%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Old National Bancorp | ONB | 2.22% | $15.7M | 708,861 |
| 2 | Pinnacle Financial Partners Inc. | PNFP | 2.16% | $15.2M | 176,918 |
| 3 | Popular Inc. | BPOP | 1.81% | $12.8M | 95,336 |
| 4 | Citizens Financial Group Inc. | 0HYP.L | 1.69% | $11.9M | 198,519 |
| 5 | WSFS Financial Corporation | WSFS | 1.68% | $11.8M | 181,019 |
| 6 | MandT Bank Corporation | 0JW2.L | 1.67% | $11.8M | 57,035 |
| 7 | Hancock Whitney Corporation | HWC | 1.65% | $11.6M | 182,751 |
| 8 | Cullen/Frost Bankers Inc. | CFR | 1.64% | $11.5M | 84,232 |
| 9 | Ameris Bancorp | ABCB | 1.62% | $11.5M | 146,987 |
| 10 | Nicolet Bankshares Inc. | NCBS | 1.62% | $11.4M | 77,030 |