BPC
Banque Pictet & Cie Portfolio holdings
AUM
$9.6B
1-Year Return
7.6%
This Quarter Return
+25.19%
1 Year Return
+7.6%
3 Year Return
+57.9%
5 Year Return
+121.14%
10 Year Return
+318.59%
AUM
$5.97B
AUM Growth
+$1.12B
(+23%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
48.97%
Holding
356
New
30
Increased
94
Reduced
116
Closed
36
Top Buys
| 1 |
Aon
AON
|
+$13.6M |
| 2 |
Zimmer Biomet
ZBH
|
+$11.5M |
| 3 |
Starbucks
SBUX
|
+$9.29M |
| 4 |
Mastercard
MA
|
+$9.15M |
| 5 |
Procter & Gamble
PG
|
+$8.69M |
Top Sells
| 1 |
Walt Disney
DIS
|
+$15.5M |
| 2 |
Moderna
MRNA
|
+$15.2M |
| 3 |
Cencora
COR
|
+$11M |
| 4 |
Apple
AAPL
|
+$9.07M |
| 5 |
Royal Caribbean
RCL
|
+$7.2M |
Sector Composition
| 1 | Consumer Discretionary | 22.61% |
| 2 | Healthcare | 21.97% |
| 3 | Communication Services | 12.94% |
| 4 | Consumer Staples | 10.13% |
| 5 | Technology | 9.72% |
