BPCE
Bank Pictet & Cie (Europe) Portfolio holdings
AUM
$4.68B
1-Year Return
16.47%
This Quarter Return
+6.45%
1 Year Return
+16.47%
3 Year Return
+101.24%
5 Year Return
+155.05%
10 Year Return
+381.72%
AUM
$707M
AUM Growth
+$9.85M
(+1.4%)
Cap. Flow
-$30.5M
Cap. Flow
% of AUM
-4.32%
Top 10 Holdings %
Top 10 Hldgs %
40.18%
Holding
169
New
11
Increased
36
Reduced
77
Closed
10
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$10.9M |
| 2 |
Colgate-Palmolive
CL
|
+$4.6M |
| 3 |
SPDR Gold Trust
GLD
|
+$4.4M |
| 4 |
Procter & Gamble
PG
|
+$3.44M |
| 5 |
Mondelez International
MDLZ
|
+$3.41M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
+$7.85M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$4.6M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$4.26M |
| 4 |
Walt Disney
DIS
|
+$2.77M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.32M |
Sector Composition
| 1 | Consumer Discretionary | 15.37% |
| 2 | Communication Services | 14.92% |
| 3 | Healthcare | 10.91% |
| 4 | Consumer Staples | 8.18% |
| 5 | Financials | 7.16% |
