PTB

Pioneer Trust Bank Portfolio holdings

AUM $431M
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.37M
3 +$618K
4
AMZN icon
Amazon
AMZN
+$368K
5
ACN icon
Accenture
ACN
+$344K

Top Sells

1 +$1.05M
2 +$887K
3 +$599K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$575K
5
MRK icon
Merck
MRK
+$567K

Sector Composition

1 Technology 27.94%
2 Financials 14.33%
3 Healthcare 12.79%
4 Industrials 10.02%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.06%
+1,440
77
-9,250