BPCE
Bank Pictet & Cie (Europe) Portfolio holdings
AUM
$4.68B
1-Year Return
16.47%
This Quarter Return
+2.7%
1 Year Return
+16.47%
3 Year Return
+101.24%
5 Year Return
+155.05%
10 Year Return
+381.72%
AUM
$416M
AUM Growth
+$26.3M
(+6.7%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
5.05%
Top 10 Holdings %
Top 10 Hldgs %
42.87%
Holding
172
New
22
Increased
76
Reduced
37
Closed
17
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$6.18M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$5.79M |
| 3 |
TJX Companies
TJX
|
+$3.83M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$3.36M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$3.08M |
Top Sells
| 1 |
Qualcomm
QCOM
|
+$5.39M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$5.19M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
+$3.67M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.53M |
| 5 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$3.14M |
Sector Composition
| 1 | Consumer Discretionary | 13.13% |
| 2 | Healthcare | 11.38% |
| 3 | Financials | 7.91% |
| 4 | Consumer Staples | 7.79% |
| 5 | Communication Services | 7.17% |
