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
126
$348K 0.06%
+8,080
127
$345K 0.06%
4,223
128
$332K 0.06%
+6,190
129
$331K 0.06%
7,060
130
$327K 0.06%
+4,099
131
$324K 0.06%
6,481
132
$303K 0.05%
2,731
133
$289K 0.05%
3,637
-7,964
134
$279K 0.05%
4,220
-2,100
135
$269K 0.05%
32,108
-23,132
136
$263K 0.04%
+4,000
137
$248K 0.04%
6,415
-1,100
138
$241K 0.04%
+4,470
139
$240K 0.04%
2,860
-200
140
$232K 0.04%
21,053
141
$230K 0.04%
+2,850
142
$230K 0.04%
+1,705
143
$229K 0.04%
5,310
-4,020
144
$229K 0.04%
5,970
-9,370
145
$224K 0.04%
+5,200
146
$222K 0.04%
2,745
147
$217K 0.04%
+720
148
$198K 0.03%
+34,200
149
$134K 0.02%
16,400
150
$87K 0.01%
10,926
3 4 5
6
7