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Hudault

@Mirabaud & Cie Sa

Latest period2024 - Q4ReportedManaged Assets$311.618MTotal holdings58
Assets growth rate-9.75%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mirabaud & Cie Sa's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Mirabaud & Cie Sa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.618M in assets, with a quarterly growth rate of -9.75% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Hudault, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -5.65%
12.87%
$40.083M
160,063 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -9.27%
11.7%
$36.431M
86,431 shares@ $421.51 avg price
IEFIshares Tr
Recent Activity
Decreased -5.25%
6.99%
$21.759M
235,361 shares@ $92.45 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.41%
6.88%
$21.425M
97,657 shares@ $219.39 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.95%
5.39%
$16.773M
88,074 shares@ $190.45 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -9.16%
3.66%
$11.375M
60,091 shares@ $189.3 avg price
VVisa Inc
Recent Activity
Decreased -5.68%
3.18%
$9.908M
31,349 shares@ $316.05 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.46%
3.08%
$9.573M
18,925 shares@ $505.87 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -11.24%
2.4%
$7.463M
12,746 shares@ $585.51 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -13.68%
2.01%
$6.246M
26,939 shares@ $231.85 avg price