PAMS
Pictet Asset Management (Switzerland) Portfolio holdings
AUM
$84.3B
1-Year Est. Return
26.5%
This Fund
S&P 500
1 Year Est. Return
+26.5%
AUM
$84.3B
AUM Growth
+$4.57B
(+5.7%)
Holding
2,062
Top Buys
| 1 | +$189M | |
| 2 | +$173M | |
| 3 | +$172M | |
| 4 |
Ecolab
ECL
|
+$131M |
| 5 |
Intuit
INTU
|
+$126M |
Top Sells
| 1 | +$260M | |
| 2 | +$173M | |
| 3 | +$167M | |
| 4 |
Wabtec
WAB
|
+$151M |
| 5 |
Applied Materials
AMAT
|
+$133M |
Sector Composition
| 1 | Technology | 29.57% |
| 2 | Healthcare | 16.47% |
| 3 | Industrials | 15.66% |
| 4 | Utilities | 8.94% |
| 5 | Consumer Discretionary | 8.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Alkermes
ALKS
$4.97B
| $150M | 0.18% |
4,794,565
+2,022,274
|
|
||
152
Estee Lauder
EL
$39.6B
| $150M | 0.18% |
761,853
+34,155
|
|
||
153
Accenture
ACN
$128B
| $149M | 0.18% |
481,777
-14,479
|
|
||
154
Deere & Co
DE
$171B
| $145M | 0.17% |
357,325
-194,866
|
|
||
155
Stantec
STN
$10.6B
| $144M | 0.17% |
2,208,012
-40,222
|
|
||
156
Uber
UBER
$155B
| $144M | 0.17% |
3,338,287
+790,918
|
|
||
157
PayPal
PYPL
$42.5B
| $144M | 0.17% |
2,158,450
-906,984
|
|
||
158
Costco
COST
$449B
| $140M | 0.17% |
260,367
+22,848
|
|
||
159
Elastic
ESTC
$5.49B
| $140M | 0.17% |
2,183,190
+513,276
|
|
||
160
Dropbox
DBX
$6.26B
| $138M | 0.16% |
5,186,222
-1,448,714
|
|
||
161
argenx
ARGX
$47.5B
| $138M | 0.16% |
354,345
-85,888
|
|
||
162
Quest Diagnostics
DGX
$23.4B
| $137M | 0.16% |
976,298
-88,240
|
|
||
163
Ulta Beauty
ULTA
$30.4B
| $136M | 0.16% |
289,070
+22,952
|
|
||
164
Abbott
ABT
$202B
| $136M | 0.16% |
1,244,149
-20,277
|
|
||
165
International Flavors & Fragrances
IFF
$21.1B
| $135M | 0.16% |
1,692,692
+390,428
|
|
||
166
T-Mobile US
TMUS
$239B
| $134M | 0.16% |
968,232
-425,386
|
|
||
167
Otis Worldwide
OTIS
$36B
| $134M | 0.16% |
1,510,526
-221,554
|
|
||
168
Rayonier
RYN
$6.5B
| $134M | 0.16% |
4,695,549
-460,711
|
|
||
169
Core & Main
CNM
$10.2B
| $133M | 0.16% |
4,233,014
+309,997
|
|
||
170
Airbnb
ABNB
$81B
| $132M | 0.16% |
1,031,416
+56,234
|
|
||
171
Atmos Energy
ATO
$30.9B
| $131M | 0.16% |
1,130,173
-155,868
|
|
||
172
Incyte
INCY
$20.2B
| $131M | 0.16% |
2,110,055
-106,086
|
|
||
173
Dover
DOV
$30.4B
| $128M | 0.15% |
868,443
+709,380
|
|
||
174
Ionis Pharmaceuticals
IONS
$13.1B
| $127M | 0.15% |
3,095,670
+1,982,628
|
|
||
175
Evergy
EVRG
$19.3B
| $125M | 0.15% |
2,146,333
-88,958
|
|