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
101
$445K 0.08%
1,881
+436
102
$445K 0.08%
1,300
103
$444K 0.08%
1,666
-162
104
$441K 0.08%
+16,883
105
$439K 0.08%
24,500
106
$426K 0.07%
14,180
-4,150
107
$425K 0.07%
3,561
108
$423K 0.07%
2,697
109
$423K 0.07%
1,682
-454
110
$410K 0.07%
+10,000
111
$407K 0.07%
+4,372
112
$405K 0.07%
1,174
113
$399K 0.07%
3,062
-1,003
114
$395K 0.07%
7,400
115
$393K 0.07%
3,361
+832
116
$392K 0.07%
3,135
117
$391K 0.07%
3,905
-457
118
$390K 0.07%
9,834
119
$387K 0.07%
+3,249
120
$383K 0.07%
6,287
121
$382K 0.07%
138
122
$378K 0.06%
+3,340
123
$377K 0.06%
5,256
124
$367K 0.06%
6,804
125
$353K 0.06%
+3,979
3 4
5
6 7