PTB

Pioneer Trust Bank Portfolio holdings

AUM $427M
1-Year Est. Return 16.81%
This Quarter Est. Return
1 Year Est. Return
+16.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$538K
2 +$285K
3 +$216K
4
CCI icon
Crown Castle
CCI
+$215K
5
AON icon
Aon
AON
+$211K

Top Sells

1 +$918K
2 +$805K
3 +$565K
4
BDX icon
Becton Dickinson
BDX
+$504K
5
XOM icon
Exxon Mobil
XOM
+$289K

Sector Composition

1 Technology 22.99%
2 Financials 16.84%
3 Healthcare 13.26%
4 Industrials 13.13%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,150