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
$245M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$593K
3 +$566K
4
AIG icon
American International
AIG
+$516K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$472K

Top Sells

1 +$2.66M
2 +$1.58M
3 +$767K
4
IXC icon
iShares Global Energy ETF
IXC
+$311K
5
PFE icon
Pfizer
PFE
+$241K

Sector Composition

1 Healthcare 8.16%
2 Consumer Discretionary 8.14%
3 Financials 8.08%
4 Consumer Staples 6.93%
5 Technology 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,000
102
-6,047
103
-3,580
104
-5,243