BCV
Banque Cantonale Vaudoise Portfolio holdings
AUM
$2.45B
This Quarter Return
+9.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.56B
AUM Growth
+$240M
(+10%)
Cap. Flow
+$58.9M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
29.35%
Holding
1,407
New
122
Increased
367
Reduced
402
Closed
72
Top Buys
| 1 |
Logitech
LOGI
|
+$14.6M |
| 2 |
Moderna
MRNA
|
+$6.11M |
| 3 |
GE Aerospace
GE
|
+$6.09M |
| 4 |
iShares MBS ETF
MBB
|
+$5.55M |
| 5 |
Walmart
WMT
|
+$4.78M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$8.39M |
| 2 |
UBS Group
UBS
|
+$6.58M |
| 3 |
JD.com
JD
|
+$4.51M |
| 4 |
Target
TGT
|
+$3.82M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.32M |
Sector Composition
| 1 | Technology | 24.33% |
| 2 | Healthcare | 15.1% |
| 3 | Financials | 12.55% |
| 4 | Consumer Discretionary | 9.61% |
| 5 | Consumer Staples | 9.33% |
