BPCE
Bank Pictet & Cie (Europe) Portfolio holdings
AUM
$4.68B
1-Year Return
16.47%
This Quarter Return
+4.23%
1 Year Return
+16.47%
3 Year Return
+101.24%
5 Year Return
+155.05%
10 Year Return
+381.72%
AUM
$710M
AUM Growth
+$11.4M
(+1.6%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-1.76%
Top 10 Holdings %
Top 10 Hldgs %
37.96%
Holding
189
New
9
Increased
79
Reduced
50
Closed
19
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$5.65M |
| 2 |
Citigroup
C
|
+$5.38M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$4.75M |
| 4 |
Visa
V
|
+$4.27M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$3.66M |
Top Sells
| 1 |
Apple
AAPL
|
+$8.88M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.69M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$6.32M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.38M |
| 5 |
APC
Anadarko Petroleum
APC
|
+$4.93M |
Sector Composition
| 1 | Communication Services | 15.29% |
| 2 | Consumer Discretionary | 14.35% |
| 3 | Healthcare | 12.41% |
| 4 | Consumer Staples | 8% |
| 5 | Financials | 6.91% |
