We are live on ! Find out more
BCV

Banque Cantonale Vaudoise Portfolio holdings

AUM $722M
1-Year Est. Return 30.45%
This Fund
S&P 500
This Quarter Est. Return
-0.99%
1 Year Est. Return
+30.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.27B
AUM Growth
–
Cap. Flow
+$2.39B
Cap. Flow %
105.07%
Top 10 Hldgs %
34.52%
Holding
833
New
832
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$227M
2
MSFT icon
Microsoft
MSFT
+$107M
3
AAPL icon
Apple
AAPL
+$99.8M
4
ALC icon
Alcon
ALC
+$94.4M
5
NVDA icon
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
TTEK icon
776
Tetra Tech
TTEK
$8.49B
$20K ﹤0.01%
+695
New +$23.3K
VWO icon
777
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$19K ﹤0.01%
+427
New +$19.2K
HL icon
778
Hecla Mining
HL
$9.47B
$18K ﹤0.01%
+3,218
New +$17.9K
LEN icon
779
Lennar Class A
LEN
$19.8B
$18K ﹤0.01%
+155
New +$19.4K
PCOR icon
780
Procore
PCOR
$8.26B
$18K ﹤0.01%
+269
New +$20.3K
TRI icon
781
Thomson Reuters
TRI
$42.8B
$18K ﹤0.01%
+104
New +$18K
ATS icon
782
ATS Corp
ATS
$2.64B
$17K ﹤0.01%
+691
New +$19.3K
INCY icon
783
Incyte
INCY
$24.2B
$17K ﹤0.01%
+278
New +$19.4K
UUUU icon
784
Energy Fuels
UUUU
$2.86B
$17K ﹤0.01%
+4,673
New +$22.4K
WFRD icon
785
Weatherford International
WFRD
$6.29B
$17K ﹤0.01%
+323
New +$20.5K
WTRG icon
786
Essential Utilities
WTRG
$11.3B
$17K ﹤0.01%
+442
New +$16.2K
AMKR icon
787
Amkor Technology
AMKR
$12.4B
$16K ﹤0.01%
+911
New +$20.6K
HXL icon
788
Hexcel
HXL
$7.79B
$16K ﹤0.01%
+298
New +$18.6K
INMD icon
789
InMode
INMD
$870M
$16K ﹤0.01%
+920
New +$16.6K
MGNI icon
790
Magnite
MGNI
$2.76B
$16K ﹤0.01%
+1,369
New +$21.8K
NCNO icon
791
nCino
NCNO
$2.02B
$16K ﹤0.01%
+588
New +$18.6K
BTG icon
792
B2Gold
BTG
$5B
$15K ﹤0.01%
+5,159
New +$13.9K
G icon
793
Genpact
G
$5.96B
$15K ﹤0.01%
+301
New +$14.9K
NRG icon
794
NRG Energy
NRG
$28.3B
$15K ﹤0.01%
+155
New +$15.7K
PINS icon
795
Pinterest
PINS
$13.4B
$15K ﹤0.01%
+460
New +$15.6K
WULF icon
796
TeraWulf
WULF
$8.75B
$15K ﹤0.01%
+5,374
New +$23.9K
EQX icon
797
Equinox Gold
EQX
$7.06B
$14K ﹤0.01%
+2,015
New +$12.9K
WIX icon
798
WIX.com
WIX
$2.3B
$14K ﹤0.01%
+88
New +$18.3K
TSN icon
799
Tyson Foods
TSN
$20.4B
$12K ﹤0.01%
+187
New +$11K
U icon
800
Unity
U
$13.8B
$11K ﹤0.01%
+574
New +$13K
30 31
32
33 34

Similar funds

FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
WLIM
White Lighthouse Investment Management Bedford, Massachusetts $721M AUM 16.12% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
FFM
FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return
AGAM
Avalon Global Asset Management San Francisco, California $724M AUM 52.97% 1-Year Est. Return

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.