PAMU
Pictet Asset Management (UK) Portfolio holdings
AUM
$91.6B
1-Year Est. Return
47.77%
This Fund
S&P 500
1 Year Est. Return
+47.77%
AUM
$91.6B
AUM Growth
+$8.53B
(+10%)
Holding
1,883
Top Buys
| 1 | +$221M | |
| 2 | +$188M | |
| 3 | +$168M | |
| 4 |
lululemon athletica
LULU
|
+$150M |
| 5 |
WRK
WestRock Company
WRK
|
+$144M |
Top Sells
| 1 | +$550M | |
| 2 | +$241M | |
| 3 | +$204M | |
| 4 |
Lam Research
LRCX
|
+$167M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$136M |
Sector Composition
| 1 | Technology | 28.95% |
| 2 | Healthcare | 15.55% |
| 3 | Industrials | 13.08% |
| 4 | Consumer Discretionary | 9.94% |
| 5 | Utilities | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Sanmina
SANM
$13.9B
| – | – |
-5,400
|
|
||
1877
Sprouts Farmers Market
SFM
$7.77B
| – | – |
-9,300
|
|
||
1878
Shenandoah Telecom
SHEN
$882M
| – | – |
-4,300
|
|
||
1879
Champion Homes
SKY
$4.04B
| – | – |
-4,500
|
|
||
1880
Silgan Holdings
SLGN
$3.97B
| – | – |
-6,000
|
|
||
1881
SSR Mining
SSRM
$6.48B
| – | – |
-77,229
|
|
||
1882
TriNet
TNET
$2.1B
| – | – |
-3,500
|
|