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
$541M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$5.47M
3 +$5.06M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.75M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.49M

Top Sells

1 +$7.98M
2 +$6.53M
3 +$2.88M
4
MRK icon
Merck
MRK
+$2.61M
5
IAT icon
iShares US Regional Banks ETF
IAT
+$2.34M

Sector Composition

1 Consumer Discretionary 15.82%
2 Communication Services 14.24%
3 Healthcare 12.71%
4 Consumer Staples 8.87%
5 Technology 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-170,025