Groupe des Assurances du Credit Mutuel 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
GD
Groupe des Assurances du Credit Mutuel
Institutional Filer 31.38%$202.4M5

Current Portfolio Holdings

Showing all 5 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1STLAStellantis N.V.Consumer Cyclical10.1M$71.3M35.22%
2RACEFerrari N.V.Consumer Cyclical185K$62.6M30.94%
3MSFTMicrosoft CorporationTechnology94K$34.6M17.12%
4CRHCRH plcBasic Materials250K$26.3M12.98%
5DBDeutsche Bank AGFinancial Services254K$7.6M3.74%
Showing 1 to 5 of 5 holdings