BPCE
Bank Pictet & Cie (Europe) Portfolio holdings
AUM
$4.68B
1-Year Return
16.47%
This Quarter Return
-7.1%
1 Year Return
+16.47%
3 Year Return
+101.24%
5 Year Return
+155.05%
10 Year Return
+381.72%
AUM
$2.6B
AUM Growth
-$327M
(-11%)
Cap. Flow
-$87.4M
Cap. Flow
% of AUM
-3.36%
Top 10 Holdings %
Top 10 Hldgs %
46.85%
Holding
189
New
9
Increased
66
Reduced
46
Closed
16
Top Buys
| 1 |
Wells Fargo
WFC
|
+$16.1M |
| 2 |
Amazon
AMZN
|
+$15.4M |
| 3 |
Danaher
DHR
|
+$15.1M |
| 4 |
PepsiCo
PEP
|
+$15M |
| 5 |
Johnson Controls International
JCI
|
+$14.5M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$47.2M |
| 2 |
Salesforce
CRM
|
+$37.9M |
| 3 |
EOG Resources
EOG
|
+$21.4M |
| 4 |
Johnson & Johnson
JNJ
|
+$16.5M |
| 5 |
McDonald's
MCD
|
+$14M |
Sector Composition
| 1 | Healthcare | 24.6% |
| 2 | Technology | 18.79% |
| 3 | Consumer Discretionary | 14.05% |
| 4 | Communication Services | 13.96% |
| 5 | Financials | 10.63% |
