BPCE

Bank Pictet & Cie (Europe) Portfolio holdings

AUM $5.01B
1-Year Est. Return 24.55%
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$4.92M
3
+$3.47M
4
META icon
Meta Platforms (Facebook)
META
+$3.2M
5
LLY icon
Eli Lilly
LLY
+$3.12M

Top Sells

1
+$2.83M
2
+$2.81M
3
+$1.89M
4
HD icon
Home Depot
HD
+$1.79M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Sector Composition

1 Communication Services 13.86%
2 Consumer Discretionary 13.79%
3 Healthcare 11.29%
4 Consumer Staples 7.93%
5 Technology 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$413K 0.06%
+2,000
152
$413K 0.06%
5,035
+1,245
153
$400K 0.06%
+15,500
154
$394K 0.06%
+8,200
155
$392K 0.06%
1,254
156
$376K 0.05%
+7,600
157
$375K 0.05%
3,490
+830
158
$367K 0.05%
2,050
159
$359K 0.05%
+24,000
160
$357K 0.05%
9,900
161
$353K 0.05%
8,200
162
$352K 0.05%
+6,515
163
$335K 0.05%
3,500
-5,000
164
$314K 0.05%
+18,228
165
$309K 0.04%
+1,345
166
$295K 0.04%
1,800
-400
167
$291K 0.04%
+5,722
168
$285K 0.04%
3,330
169
$271K 0.04%
+8,337
170
$262K 0.04%
8,302
-1,982
171
$244K 0.03%
2,690
172
$235K 0.03%
2,585
173
$234K 0.03%
2,420
174
$221K 0.03%
+4,420
175
$220K 0.03%
+2,000
4 5 6
7
8