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BCV
Banque Cantonale Vaudoise Portfolio holdings
AUM
$2.66B
1-Year Est. Return
26.89%
This Fund
S&P 500
This Quarter
Est. Return
-0.99%
1 Year Est. Return
+26.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.27B
AUM Growth
–
Cap. Flow
+$2.39B
Cap. Flow
% of AUM
105.07%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
833
New
832
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$227M |
| 2 |
Microsoft
MSFT
|
+$107M |
| 3 |
Apple
AAPL
|
+$99.8M |
| 4 |
Alcon
ALC
|
+$94.4M |
| 5 |
NVIDIA
NVDA
|
+$91.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.8% |
| 2 | Financials | 20.37% |
| 3 | Healthcare | 14.37% |
| 4 | Consumer Discretionary | 8.19% |
| 5 | Industrials | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.21T
| $12.4M | 0.54% |
+47,693
| New | +$15.9M |
|
27
Salesforce
CRM
$150B
| $12.1M | 0.53% |
+45,013
| New | +$14M |
|
28
Gilead Sciences
GILD
$167B
| $11.9M | 0.53% |
+106,451
| New | +$11M |
|
29
Abbott
ABT
$187B
| $11.8M | 0.52% |
+88,645
| New | +$11.3M |
|
30
Waste Management
WM
$96.7B
| $11.7M | 0.51% |
+50,369
| New | +$11.2M |
|
31
Alphabet (Google) Class C
GOOG
$4.09T
| $11.5M | 0.51% |
+73,463
| New | +$13.5M |
|
32
Bristol-Myers Squibb
BMY
$130B
| $11.4M | 0.5% |
+186,649
| New | +$10.9M |
|
33
Netflix
NFLX
$304B
| $11.1M | 0.49% |
+118,650
| New | +$11.3M |
|
34
UnitedHealth
UNH
$390B
| $10.7M | 0.47% |
+20,450
| New | +$10.5M |
|
35
Zoetis
ZTS
$32.7B
| $10.2M | 0.45% |
+61,703
| New | +$10.3M |
|
36
ExxonMobil
XOM
$635B
| $10.1M | 0.45% |
+85,080
| New | +$9.41M |
|
37
Morgan Stanley
MS
$331B
| $9.73M | 0.43% |
+83,419
| New | +$10.7M |
|
38
Caterpillar
CAT
$384B
| $9.63M | 0.42% |
+29,201
| New | +$10.4M |
|
39
ServiceNow
NOW
$115B
| $9.12M | 0.4% |
+57,260
| New | +$11M |
|
40
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $8.88M | 0.39% |
+15,881
| New | +$9.33M |
|
41
Verizon
VZ
$202B
| $8.85M | 0.39% |
+195,038
| New | +$8.12M |
|
42
Walmart Inc
WMT
$903B
| $8.75M | 0.39% |
+99,689
| New | +$9.35M |
|
43
Accenture
ACN
$101B
| $8.72M | 0.38% |
+27,957
| New | +$9.87M |
|
44
TSMC
TSM
$2.03T
| $8.63M | 0.38% |
+51,954
| New | +$10.1M |
|
45
Intuitive Surgical
ISRG
$131B
| $8.54M | 0.38% |
+17,245
| New | +$9.54M |
|
46
Oracle
ORCL
$347B
| $8.46M | 0.37% |
+60,502
| New | +$9.85M |
|
47
McDonald's
MCD
$194B
| $8.44M | 0.37% |
+27,033
| New | +$8.09M |
|
48
Chevron
CVX
$375B
| $8.36M | 0.37% |
+49,971
| New | +$7.82M |
|
49
Palo Alto Networks
PANW
$263B
| $8.18M | 0.36% |
+47,963
| New | +$8.87M |
|
50
Stryker
SYK
$132B
| $8.17M | 0.36% |
+21,938
| New | +$8.35M |
|
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Banque Cantonale Vaudoise's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Banque Cantonale Vaudoise, which disclosed 833 positions worth $2.27B. Its ten largest holdings account for 35% of the portfolio.
Its largest position is UBS Group: 6,812,034 shares worth $207M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, followed by Financials and Healthcare.
- Banque Cantonale Vaudoise's largest Q1 2025 buy was UBS Group: 6,812,034 shares worth $207M.
- Banque Cantonale Vaudoise's ten largest holdings make up 35% of its $2.27B portfolio in Q1 2025.
- Banque Cantonale Vaudoise disclosed 833 positions in Q1 2025, its first 13F filing on record.
Based on Banque Cantonale Vaudoise's 13F filing for Q1 2025, filed 8 May 2025.