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
$273M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$9.5M
2 +$5.35M
3 +$4.97M
4
AAPL icon
Apple
AAPL
+$4.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$4.67M

Top Sells

1 +$56.9M
2 +$9.55M
3 +$5.25M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.61M
5
MRK icon
Merck
MRK
+$1.2M

Sector Composition

1 Consumer Discretionary 12.34%
2 Healthcare 12.02%
3 Financials 8.79%
4 Technology 7.85%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,000
127
-4,575,515
128
-17,500
129
-18,930