PBT

Pictet Bank & Trust Portfolio holdings

AUM $85.3M
1-Year Est. Return 13%
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.1M
3 +$930K
4
DHR icon
Danaher
DHR
+$824K
5
DIS icon
Walt Disney
DIS
+$733K

Top Sells

1 +$452K
2 +$359K
3 +$294K
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$271K
5
AMZN icon
Amazon
AMZN
+$266K

Sector Composition

1 Healthcare 10.17%
2 Financials 8.7%
3 Communication Services 8.68%
4 Consumer Discretionary 5.92%
5 Technology 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$241K 0.08%
1,465
-1,390
77
$199K 0.06%
41,217
78
$144K 0.04%
1,932
79
$70K 0.02%
11,500
80
-4,100
81
-11,300