BTO
John Hancock Financial Opportunities Fund
1W: +1.8%
1M: +3.5%
3M: -8.6%
YTD: +5.6%
1Y: +8.6%
3Y: +80.5%
5Y: +15.5%
$37.42
+0.00 (+0.00%)
Weekly Expected Move ±2.2%
$36
$36
$37
$38
$39
Key Statistics
AUM$742M
Holdings135
Top 10 Wt18.2%
Volume23,351
Avg Volume42,690
Beta0.95
Portfolio Fundamentals
P/E12.1
P/B1.2
Div Yield2.46%
ROE10.5%
% Profitable70%
Inception1994-08-16
Sector Allocation
Financial Services
104.7%
Other
9.2%
Real Estate
1.2%
Consumer Defensive
0.9%
Technology
0.7%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Old National Bancorp | ONB | 2.28% | $18.4M | 708,861 |
| 2 | Pinnacle Financial Partners Inc. | PNFP | 2.22% | $17.8M | 176,918 |
| 3 | Popular Inc. | BPOP | 1.89% | $15.2M | 92,518 |
| 4 | Citizens Financial Group Inc. | 0HYP.L | 1.73% | $13.9M | 198,519 |
| 5 | WSFS Financial Corporation | WSFS | 1.73% | $13.9M | 181,019 |
| 6 | Zions Bancorporation National Association | 0M3L.L | 1.71% | $13.7M | 198,195 |
| 7 | Hancock Whitney Corporation | HWC | 1.70% | $13.7M | 182,751 |
| 8 | MandT Bank Corporation | 0JW2.L | 1.65% | $13.3M | 55,815 |
| 9 | Ameris Bancorp | ABCB | 1.65% | $13.3M | 146,987 |
| 10 | Renasant Corporation | RNST | 1.64% | $13.2M | 310,405 |