BPC
Banque Pictet & Cie Portfolio holdings
AUM
$9.6B
1-Year Return
7.6%
This Quarter Return
+8.43%
1 Year Return
+7.6%
3 Year Return
+57.9%
5 Year Return
+121.14%
10 Year Return
+318.59%
AUM
$9.53B
AUM Growth
+$670M
(+7.6%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
52.48%
Holding
361
New
35
Increased
100
Reduced
124
Closed
29
Top Buys
| 1 |
Waste Management
WM
|
+$382M |
| 2 |
Merck
MRK
|
+$50.7M |
| 3 |
NVIDIA
NVDA
|
+$39.7M |
| 4 |
Amazon
AMZN
|
+$26.4M |
| 5 |
Microsoft
MSFT
|
+$19.4M |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
+$388M |
| 2 |
Visa
V
|
+$59.5M |
| 3 |
NIO
NIO
|
+$14.7M |
| 4 |
Estee Lauder
EL
|
+$12.4M |
| 5 |
NOVA
Sunnova Energy
NOVA
|
+$11.7M |
Sector Composition
| 1 | Consumer Discretionary | 22.9% |
| 2 | Healthcare | 18.06% |
| 3 | Technology | 16.02% |
| 4 | Communication Services | 14.09% |
| 5 | Financials | 9.81% |
