BPC

Banque Pictet & Cie Portfolio holdings

AUM $9.96B
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.77B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$40.5M
3
+$33.4M
4
NVDA icon
NVIDIA
NVDA
+$33.1M
5
VERX icon
Vertex
VERX
+$29M

Top Sells

1
+$50.8M
2
+$47M
3
+$35.4M
4
META icon
Meta Platforms (Facebook)
META
+$20.6M
5
NKE icon
Nike
NKE
+$16.8M

Sector Composition

1 Consumer Discretionary 22.39%
2 Technology 18.43%
3 Healthcare 16.97%
4 Communication Services 15.76%
5 Financials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$479K ﹤0.01%
4,474
252
$477K ﹤0.01%
7,400
253
$475K ﹤0.01%
1,840
254
$475K ﹤0.01%
7,119
255
$468K ﹤0.01%
4,997
+460
256
$446K ﹤0.01%
5,464
257
$420K ﹤0.01%
16,318
258
$407K ﹤0.01%
1,650
259
$400K ﹤0.01%
4,400
260
$396K ﹤0.01%
6,240
261
$386K ﹤0.01%
4,400
-2,000
262
$382K ﹤0.01%
2,402
+594
263
$377K ﹤0.01%
5,500
264
$324K ﹤0.01%
428
+163
265
$322K ﹤0.01%
1,220
-720
266
$307K ﹤0.01%
390
-600
267
$306K ﹤0.01%
5,000
268
$295K ﹤0.01%
3,822
-1,458
269
$292K ﹤0.01%
10,436
+86
270
$271K ﹤0.01%
2,410
+700
271
$253K ﹤0.01%
2,400
272
$243K ﹤0.01%
2,550
273
$230K ﹤0.01%
+3,000
274
$225K ﹤0.01%
1,820
275
$220K ﹤0.01%
9,815
9 10
11
12 13