PBT

Pictet Bank & Trust Portfolio holdings

AUM $83.2M
1-Year Est. Return 17.76%
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$1.8M
2 +$1.25M
3 +$679K
4
AAPL icon
Apple
AAPL
+$338K
5
PEP icon
PepsiCo
PEP
+$176K

Sector Composition

1 Consumer Discretionary 12.46%
2 Healthcare 11.08%
3 Communication Services 9.14%
4 Technology 8.47%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-18,000