BPCE

Bank Pictet & Cie (Europe) Portfolio holdings

AUM $5.01B
1-Year Est. Return 22.52%
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$5.9M
3
+$5.23M
4
MSFT icon
Microsoft
MSFT
+$4.42M
5
UNH icon
UnitedHealth
UNH
+$3.89M

Top Sells

1
+$4.03M
2
+$3.75M
3
+$3.69M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.62M
5
HD icon
Home Depot
HD
+$3.49M

Sector Composition

1 Communication Services 17.31%
2 Healthcare 15.4%
3 Consumer Discretionary 14.4%
4 Technology 8.22%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.39%
60,878
+4,663
52
$2.17M 0.37%
8,904
+615
53
$2.14M 0.37%
60,130
+6,600
54
$2.08M 0.36%
20,497
-4,499
55
$2.02M 0.35%
8,580
56
$1.85M 0.32%
55,050
57
$1.82M 0.31%
36,100
+2,000
58
$1.65M 0.28%
32,422
59
$1.64M 0.28%
+37,000
60
$1.63M 0.28%
+18,409
61
$1.62M 0.28%
+54,202
62
$1.58M 0.27%
25,443
-17,900
63
$1.57M 0.27%
+19,294
64
$1.4M 0.24%
34,632
+2,727
65
$1.39M 0.24%
13,950
66
$1.3M 0.22%
30,271
-27,000
67
$1.24M 0.21%
+7,800
68
$1.2M 0.2%
12,580
-540
69
$1.06M 0.18%
30,126
-26,865
70
$1.04M 0.18%
19,494
71
$964K 0.16%
+15,445
72
$944K 0.16%
10,683
-2,428
73
$913K 0.16%
35,565
74
$911K 0.16%
31,086
-33,150
75
$905K 0.15%
32,625
1 2
3
4 5