BPCE
Bank Pictet & Cie (Europe) Portfolio holdings
AUM $4.68B
1-Year Return
16.47%
This Quarter Return
-0.43%
1 Year Return
+16.47%
3 Year Return
+101.24%
5 Year Return
+155.05%
10 Year Return
+381.72%
AUM
$496M
AUM Growth
-$5.19M
(-1%)
Cap. Flow
-$1.96M
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
46.82%
Holding
172
New
19
Increased
70
Reduced
40
Closed
21
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$5.62M |
| 2 |
Wells Fargo
WFC
|
+$3.69M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$3.28M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$3.19M |
| 5 |
Nike
NKE
|
+$3.07M |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
+$10.6M |
| 2 |
EOG Resources
EOG
|
+$5.38M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$5.11M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.84M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.45M |
Sector Composition
| 1 | Consumer Discretionary | 16.77% |
| 2 | Communication Services | 14.58% |
| 3 | Healthcare | 13.98% |
| 4 | Technology | 9.84% |
| 5 | Consumer Staples | 8.2% |
