BPCE
Bank Pictet & Cie (Europe) Portfolio holdings
AUM
$4.68B
1-Year Return
16.47%
This Quarter Return
+8.55%
1 Year Return
+16.47%
3 Year Return
+101.24%
5 Year Return
+155.05%
10 Year Return
+381.72%
AUM
$2.05B
AUM Growth
+$15.8M
(+0.78%)
Cap. Flow
-$103M
Cap. Flow
% of AUM
-5.06%
Top 10 Holdings %
Top 10 Hldgs %
44.82%
Holding
175
New
9
Increased
44
Reduced
72
Closed
13
Top Buys
| 1 |
Moderna
MRNA
|
+$18.5M |
| 2 |
AbbVie
ABBV
|
+$12.1M |
| 3 |
Microsoft
MSFT
|
+$11.8M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$7.46M |
| 5 |
McDonald's
MCD
|
+$5.54M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$22.3M |
| 2 |
Accenture
ACN
|
+$21.3M |
| 3 |
Meta Platforms (Facebook)
META
|
+$18M |
| 4 |
VanEck Oil Services ETF
OIH
|
+$15.8M |
| 5 |
Weatherford International
WFRD
|
+$14.8M |
Sector Composition
| 1 | Healthcare | 26.62% |
| 2 | Technology | 13.9% |
| 3 | Consumer Discretionary | 12.79% |
| 4 | Financials | 11.16% |
| 5 | Communication Services | 10.64% |
