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
176
$5.06M 0.06%
67,100
-2,250
177
$4.93M 0.05%
49,373
-525
178
$4.92M 0.05%
18,245
-372
179
$4.78M 0.05%
32,235
+2,842
180
$4.78M 0.05%
43,250
+26,570
181
$4.78M 0.05%
167,361
+31,544
182
$4.75M 0.05%
37,951
+6,269
183
$4.74M 0.05%
19,284
-1,694
184
$4.7M 0.05%
55,763
+2,858
185
$4.66M 0.05%
110,500
+36,500
186
$4.61M 0.05%
197,683
187
$4.52M 0.05%
91,865
-31,527
188
$4.49M 0.05%
38,391
+6,500
189
$4.48M 0.05%
112,012
-5,797
190
$4.43M 0.05%
56,888
191
$4.37M 0.05%
942,858
192
$4.32M 0.05%
111,922
+30,982
193
$4.27M 0.05%
89,404
194
$4.26M 0.05%
29,466
+8,619
195
$4.18M 0.05%
44,958
+7,754
196
$4.18M 0.05%
88,180
+11,200
197
$4.1M 0.04%
55,177
+18,448
198
$4.09M 0.04%
43,672
-1,100
199
$4.09M 0.04%
126,404
-22,680
200
$4.05M 0.04%
195,522
+12,893
6 7
8
9 10