BPC

Banque Pictet & Cie Portfolio holdings

AUM $8.63B
1-Year Est. Return 21.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
+$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$96.1M
3
+$33.2M
4
CL icon
Colgate-Palmolive
CL
+$31M
5
UNH icon
UnitedHealth
UNH
+$26M

Top Sells

1
+$25.2M
2
+$16.2M
3
+$13.2M
4
OEF icon
iShares S&P 100 ETF
OEF
+$11.7M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Consumer Discretionary 16.19%
2 Communication Services 12.36%
3 Healthcare 11.59%
4 Consumer Staples 10.48%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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