BPCE
Bank Pictet & Cie (Europe) Portfolio holdings
AUM
$4.68B
1-Year Return
16.47%
This Quarter Return
+4.09%
1 Year Return
+16.47%
3 Year Return
+101.24%
5 Year Return
+155.05%
10 Year Return
+381.72%
AUM
$580M
AUM Growth
-$5.05M
(-0.86%)
Cap. Flow
-$24.1M
Cap. Flow
% of AUM
-4.16%
Top 10 Holdings %
Top 10 Hldgs %
42.15%
Holding
175
New
25
Increased
38
Reduced
50
Closed
10
Top Buys
| 1 |
Fidelity National Information Services
FIS
|
+$4.94M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$3.46M |
| 3 |
Nike
NKE
|
+$3.06M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.96M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$2M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.09M |
| 2 |
Cognizant
CTSH
|
+$8.77M |
| 3 |
Honeywell
HON
|
+$7.55M |
| 4 |
Amazon
AMZN
|
+$4.99M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$3.86M |
Sector Composition
| 1 | Communication Services | 17.36% |
| 2 | Healthcare | 16.45% |
| 3 | Consumer Discretionary | 14.71% |
| 4 | Financials | 8.63% |
| 5 | Technology | 8.07% |
