QPBE

Quintet Private Bank (Europe) Portfolio holdings

AUM $1.72B
1-Year Est. Return 26.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$96.2M
3 +$94.9M
4
JPM icon
JPMorgan Chase
JPM
+$79.1M
5
PG icon
Procter & Gamble
PG
+$76.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.88%
2 Financials 16.9%
3 Healthcare 14.82%
4 Communication Services 13.06%
5 Consumer Staples 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.1K ﹤0.01%
+42
277
$850 ﹤0.01%
+55
278
$401 ﹤0.01%
+8
279
$222 ﹤0.01%
+15