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
$9.18B
AUM Growth
+$9.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$24.2M
3
+$23M
4
UBS icon
UBS Group
UBS
+$12.7M
5
ABBV icon
AbbVie
ABBV
+$11.7M

Top Sells

1
+$11.3M
2
+$10.8M
3
+$9.58M
4
EVGO icon
EVgo
EVGO
+$7.69M
5
UNH icon
UnitedHealth
UNH
+$6.76M

Sector Composition

1 Consumer Discretionary 23.69%
2 Healthcare 19.93%
3 Communication Services 10.22%
4 Consumer Staples 9.9%
5 Technology 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-25,018
677
– –
-10,224
678
– –
-41,898
679
– –
-7,236
680
– –
-125,000
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