BCV

Banque Cantonale Vaudoise Portfolio holdings

AUM $2.67B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$4.41M
3
+$3.87M
4
LNT icon
Alliant Energy
LNT
+$3.56M
5
JD icon
JD.com
JD
+$3.28M

Top Sells

1
+$7.73M
2
+$7.04M
3
+$5.73M
4
PLUG icon
Plug Power
PLUG
+$3.23M
5
DUK icon
Duke Energy
DUK
+$2.77M

Sector Composition

1 Technology 21.99%
2 Healthcare 12.89%
3 Financials 12.58%
4 Consumer Discretionary 11.17%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$41K ﹤0.01%
1,500
-1,215
1002
$39K ﹤0.01%
105
+50
1003
$38K ﹤0.01%
+914
1004
$38K ﹤0.01%
1,649
-11,580
1005
$37K ﹤0.01%
320
1006
$37K ﹤0.01%
1,500
+600
1007
$37K ﹤0.01%
2,500
-6,500
1008
$36K ﹤0.01%
+1,262
1009
$36K ﹤0.01%
896
1010
$36K ﹤0.01%
+1,500
1011
$35K ﹤0.01%
500
1012
$35K ﹤0.01%
2,866
+122
1013
$35K ﹤0.01%
2,527
-5,002
1014
$34K ﹤0.01%
576
1015
$34K ﹤0.01%
395
-2,397
1016
$34K ﹤0.01%
409
1017
$34K ﹤0.01%
+30
1018
$33K ﹤0.01%
+915
1019
$32K ﹤0.01%
+800
1020
$32K ﹤0.01%
9,000
-10,000
1021
$32K ﹤0.01%
+2,000
1022
$32K ﹤0.01%
2,000
1023
$31K ﹤0.01%
209
-27
1024
$31K ﹤0.01%
+129
1025
$31K ﹤0.01%
386
39 40
41
42 43