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Home > Institutional Investor > Private Bank & Trust Co > Profile

Instuitional Investor - Private Bank & Trust Co

Fund Profile
Filing Period:
Fund Name: Private Bank & Trust Co
Portfolio Value $755,813,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 419,019 $135,444,000 17.92%
2.
Ishares Trust
 IEF 942,328 $56,182,000 7.43%
3.
Ishares Trust
 IEF 301,185 $49,898,000 6.6%
4.
Jpmorgan Chase & Co
 JPM 1,880,046 $41,004,000 5.42%
5.
Ishares Trust
 IEF 500,054 $34,724,000 4.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)