Portefeuille d'actions de Patience

~Consommation de base (23,6%) :
    16 L'Oreal SA_________________________________8,1%
    86 Unilever PLC_______________________________6,5%
    52 Danone SA__________________________________4,6%
    17 Heineken___________________________________2,5%
     7 Pernod Ricard SA___________________________1,9%

~Services financiers (18,7%) :
    69 Eurazeo SE_________________________________7,0%
   188 CNP Assurances SA__________________________4,2%
    89 Scor SE____________________________________4,0%
   112 AXA SA_____________________________________3,6%

~Santé (16,3%) :
    38 EssilorLuxottica SA________________________8,2%
    45 Sanofi SA__________________________________6,0%
    16 Royal Philips______________________________1,2%
    10 LNA Sante SA_______________________________0,8%

~Industrie (10,3%) :
    38 Eiffage SA_________________________________5,2%
    92 Bouygues SA________________________________5,1%

~Consommation discrétionnaire (9,0%) :
    12 Christian Dior SE__________________________9,0%
     1 Lanson BCC SA______________________________0,0%

~Matériaux de base (7,4%) :
    33 Air Liquide________________________________7,4%

~Services aux collectivités (6,8%) :
    87 Rubis SCA__________________________________5,6%
   169 Snam SpA___________________________________1,3%

~Services de télécommunication (4,2%) :
   225 Orange SA__________________________________3,7%
   118 Koninklijke KPN NV_________________________0,5%

~Energie (3,7%) :
    64 Total SE___________________________________3,7%

~Liquidité :
__________________________________________________0,1%

~Consommation de base (23,5%) :
    16 L'Oreal SA_________________________________7,8%
    86 Unilever PLC_______________________________6,1%
    56 Danone SA__________________________________4,9%
    19 Heineken___________________________________2,5%
     9 Pernod Ricard SA___________________________2,2%

~Services financiers (19,0%) :
    69 Eurazeo SE_________________________________6,7%
   188 CNP Assurances SA__________________________4,6%
   112 AXA SA_____________________________________3,9%
    89 Scor SE____________________________________3,8%

~Santé (15,8%) :
    38 EssilorLuxottica SA________________________7,7%
    45 Sanofi SA__________________________________5,6%
    20 LNA Sante SA_______________________________1,4%
    16 Royal Philips______________________________1,2%

~Industrie (9,6%) :
    38 Eiffage SA_________________________________4,9%
    92 Bouygues SA________________________________4,7%

~Consommation discrétionnaire (9,4%) :
    12 Christian Dior SE__________________________9,3%
     1 Lanson BCC SA______________________________0,0%

~Matériaux de base (7,4%) :
    33 Air Liquide________________________________6,8%
     6 BASF SE____________________________________0,6%

~Services aux collectivités (7,3%) :
    87 Rubis SCA__________________________________5,3%
   282 Snam SpA___________________________________1,9%

~Services de télécommunication (4,4%) :
   225 Orange SA__________________________________3,5%
   189 Koninklijke KPN NV_________________________0,8%
   160 Telecom Italia SpA_________________________0,1%

~Energie (3,7%) :
    64 Total SE___________________________________3,7%

~Liquidité :
__________________________________________________0,1%

~Consommation de base (23,9%) :
    16 L'Oreal SA_________________________________8,1%
    86 Unilever PLC_______________________________5,8%
    59 Danone SA__________________________________4,7%
    11 Pernod Ricard SA___________________________2,7%
    19 Heineken___________________________________2,5%

~Services financiers (17,6%) :
    69 Eurazeo SE_________________________________7,0%
   188 CNP Assurances SA__________________________3,9%
   112 AXA SA_____________________________________3,5%
    89 Scor SE____________________________________3,3%

~Santé (15,5%) :
    38 EssilorLuxottica SA________________________7,4%
    45 Sanofi SA__________________________________5,3%
    25 LNA Sante SA_______________________________1,7%
    18 Royal Philips______________________________1,1%

~Consommation discrétionnaire (10,9%) :
    12 Christian Dior SE_________________________10,9%
     1 Lanson BCC SA______________________________0,0%

~Industrie (9,0%) :
    38 Eiffage SA_________________________________4,8%
    92 Bouygues SA________________________________4,3%

~Matériaux de base (7,4%) :
    33 Air Liquide________________________________6,3%
    12 BASF SE____________________________________1,1%

~Services aux collectivités (7,4%) :
    87 Rubis SCA__________________________________4,8%
   387 Snam SpA___________________________________2,6%

~Services de télécommunication (4,4%) :
   225 Orange SA__________________________________3,2%
   261 Koninklijke KPN NV_________________________1,0%
   320 Telecom Italia SpA_________________________0,2%

~Energie (3,8%) :
    64 Total SE___________________________________3,4%
     8 Albioma SA_________________________________0,4%

~Liquidité :
__________________________________________________0,3%

~Consommation de base (24,1%) :
    16 L'Oreal SA_________________________________8,3%
    86 Unilever PLC_______________________________5,5%
    60 Danone SA__________________________________5,0%
    12 Pernod Ricard SA___________________________2,9%
    19 Heineken___________________________________2,5%

~Services financiers (17,3%) :
    69 Eurazeo SE_________________________________7,7%
   188 CNP Assurances SA__________________________3,5%
   112 AXA SA_____________________________________3,4%
    89 Scor SE____________________________________2,7%

~Santé (16,3%) :
    38 EssilorLuxottica SA________________________8,2%
    45 Sanofi SA__________________________________5,1%
    26 LNA Sante SA_______________________________1,8%
    23 Royal Philips______________________________1,2%

~Consommation discrétionnaire (11,1%) :
    12 Christian Dior SE_________________________11,1%
     1 Lanson BCC SA______________________________0,0%

~Industrie (8,4%) :
    39 Eiffage SA_________________________________4,4%
    92 Bouygues SA________________________________4,0%

~Matériaux de base (7,6%) :
    33 Air Liquide________________________________6,3%
    15 BASF SE____________________________________1,3%

~Services aux collectivités (7,0%) :
    91 Rubis SCA__________________________________4,0%
   438 Snam SpA___________________________________2,9%

~Services de télécommunication (4,3%) :
   225 Orange SA__________________________________2,8%
   341 Koninklijke KPN NV_________________________1,3%
   503 Telecom Italia SpA_________________________0,2%

~Energie (3,8%) :
    64 TotalEnergies SE___________________________3,1%
    16 Albioma SA_________________________________0,7%

~Liquidité :
__________________________________________________0,1%

~Consommation de base (19,1%) :
    16 L'Oreal SA_________________________________8,2%
    62 Danone SA__________________________________4,2%
    15 Pernod Ricard SA___________________________3,9%
    21 Heineken___________________________________2,6%
     3 Henkel AG & Co KGaA________________________0,3%

~Services financiers (18,7%) :
    69 Eurazeo SE_________________________________6,5%
   208 CNP Assurances SA__________________________5,6%
   112 AXA SA_____________________________________3,6%
    89 Scor SE____________________________________3,0%

~Santé (18,2%) :
    38 EssilorLuxottica SA________________________8,8%
    50 Sanofi SA__________________________________5,5%
    34 LNA Sante SA_______________________________2,1%
    46 Royal Philips______________________________1,9%

~Consommation discrétionnaire (10,8%) :
    12 Christian Dior SE_________________________10,8%
     1 Lanson BCC SA______________________________0,0%

~Industrie (8,1%) :
    40 Eiffage SA_________________________________4,5%
    94 Bouygues SA________________________________3,6%

~Matériaux de base (8,5%) :
    33 Air Liquide________________________________6,2%
    30 BASF SE____________________________________2,3%

~Services aux collectivités (7,0%) :
   488 Snam SpA___________________________________3,2%
    91 Rubis SCA__________________________________2,9%
    98 Terna Rete Elettrica Nazionale SpA_________0,9%

~Services de télécommunication (4,9%) :
   229 Orange SA__________________________________2,7%
   516 Koninklijke KPN NV_________________________1,7%
   924 Telecom Italia SpA_________________________0,5%

~Energie (4,7%) :
    64 TotalEnergies SE___________________________3,5%
    28 Albioma SA_________________________________1,2%

~Liquidité :
__________________________________________________0,0%

~Consommation de base (18,4%) :
    16 L'Oreal SA_________________________________7,1%
    67 Danone SA__________________________________4,6%
    15 Pernod Ricard SA___________________________3,7%
    21 Heineken___________________________________2,4%
     6 Henkel AG & Co KGaA________________________0,5%

~Services financiers (18,6%) :
    69 Eurazeo SE_________________________________5,9%
   208 CNP Assurances SA__________________________5,8%
   112 AXA SA_____________________________________3,4%
    89 Scor SE____________________________________3,3%
     2 Euronext NV________________________________0,2%

~Santé (17,5%) :
    38 EssilorLuxottica SA________________________7,3%
    50 Sanofi SA__________________________________5,9%
    61 Royal Philips______________________________2,3%
    45 LNA Sante SA_______________________________1,9%

~Consommation discrétionnaire (9,5%) :
    12 Christian Dior SE__________________________9,5%
     1 Lanson BCC SA______________________________0,0%

~Industrie (8,6%) :
    42 Eiffage SA_________________________________4,8%
    94 Bouygues SA________________________________3,8%

~Matériaux de base (8,9%) :
    33 Air Liquide________________________________6,3%
    36 Basf Se____________________________________2,6%

~Services aux collectivités (7,7%) :
    91 Rubis SCA__________________________________3,3%
   516 Snam SpA___________________________________3,3%
   126 Terna Rete Elettrica Nazionale SpA_________1,2%

~Services de télécommunication (5,7%) :
   229 Orange SA__________________________________3,2%
   518 Koninklijke KPN NV_________________________2,0%
  1200 Telecom Italia SpA_________________________0,5%

~Energie (5,1%) :
    64 TotalEnergies SE___________________________3,7%
    28 Albioma SA_________________________________1,4%

~Services financiers (18,5%) :
    69 Eurazeo SE_________________________________6,0%
   214 CNP Assurances SA__________________________5,4%
   112 AXA SA_____________________________________3,2%
   100 Scor SE____________________________________2,9%
     8 Euronext NV________________________________0,8%
     4 Amundi SA__________________________________0,3%

~Santé (17,5%) :
    38 EssilorLuxottica SA________________________6,8%
    46 Sanofi SA__________________________________5,5%
    61 LNA Sante SA_______________________________2,8%
    85 Royal Philips______________________________2,4%

~Consommation de base (17,4%) :
    16 L'Oreal SA_________________________________6,2%
    68 Danone SA__________________________________4,5%
    16 Pernod Ricard SA___________________________3,5%
    22 Heineken___________________________________2,4%
    10 Henkel AG & Co KGaA________________________0,8%

~Matériaux de base (8,9%) :
    33 Air Liquide________________________________6,4%
    40 Basf Se____________________________________2,5%

~Consommation discrétionnaire (8,7%) :
    12 Christian Dior SE__________________________8,5%
    18 Vivendi SE_________________________________0,2%
     1 Lanson BCC SA______________________________0,0%

~Industrie (8,8%) :
    42 Eiffage SA_________________________________4,6%
   100 Bouygues SA________________________________3,9%
     2 Compagnie Generale des Etablissements Mi___0,3%

~Services aux collectivités (8,3%) :
   524 Snam SpA___________________________________3,4%
    93 Rubis SCA__________________________________3,2%
   152 Terna Rete Elettrica Nazionale SpA_________1,4%
     2 Electricite de Strasbourg SA_______________0,2%

~Services de télécommunication (5,9%) :
   229 Orange SA__________________________________3,2%
   518 Koninklijke KPN NV_________________________2,1%
  1656 Telecom Italia SpA_________________________0,6%

~Energie (5,9%) :
    64 TotalEnergies SE___________________________4,2%
    28 Albioma SA_________________________________1,7%

~Liquidité :
__________________________________________________0,2%

~Consommation de base (20,7%) :
    18 L'Oreal SA_________________________________7,5%
    24 Pernod Ricard SA___________________________5,3%
    68 Danone SA__________________________________4,6%
    22 Heineken___________________________________2,5%
    10 Henkel AG & Co KGaA________________________0,7%

~Santé (19,3%) :
    42 EssilorLuxottica SA________________________7,7%
    50 Sanofi SA__________________________________6,2%
    67 LNA Sante SA_______________________________2,9%
   100 Royal Philips______________________________2,6%

~Services financiers (13,5%) :
    72 Eurazeo SE_________________________________5,4%
   113 AXA SA_____________________________________3,1%
   100 Scor SE____________________________________2,6%
    12 Euronext NV________________________________1,2%
    10 Amundi SA__________________________________0,6%
    11 ASR Nederland NV___________________________0,5%

~Consommation discrétionnaire (9,8%) :
    13 Christian Dior SE__________________________9,3%
    37 Vivendi SE_________________________________0,4%
     1 Lanson BCC SA______________________________0,0%

~Industrie (8,8%) :
    42 Eiffage SA_________________________________4,6%
   100 Bouygues SA________________________________3,7%
    14 Compagnie Generale des Etablissements Mi___0,5%

~Services aux collectivités (8,0%) :
   524 Snam SpA___________________________________3,4%
    94 Rubis SCA__________________________________2,7%
   166 Terna Rete Elettrica Nazionale SpA_________1,6%
     3 Electricite de Strasbourg SA_______________0,4%

~Matériaux de base (7,9%) :
    36 Air Liquide________________________________5,8%
    40 BASF SE____________________________________2,1%

~Services de télécommunication (6,1%) :
   229 Orange SA__________________________________3,3%
   518 Koninklijke KPN NV_________________________2,2%
  1816 Telecom Italia SpA_________________________0,6%

~Energie (5,9%) :
    64 TotalEnergies SE___________________________4,1%
    28 Albioma SA_________________________________1,8%

~Liquidité :
__________________________________________________0,1%

~Consommation de base (21,1%) :
    18 L'Oreal SA_________________________________7,7%
    24 Pernod Ricard SA___________________________5,6%
    69 Danone SA__________________________________4,5%
    22 Heineken___________________________________2,4%
    12 Henkel AG & Co KGaA________________________0,9%

~Santé (18,0%) :
    42 EssilorLuxottica SA________________________7,8%
    50 Sanofi SA__________________________________5,0%
    76 LNA Sante SA_______________________________2,8%
   114 Royal Philips______________________________2,3%

~Services financiers (15,4%) :
    75 Eurazeo SE_________________________________5,5%
   114 AXA SA_____________________________________3,4%
   102 Scor SE____________________________________2,2%
    16 Euronext NV________________________________1,5%
    29 ASR Nederland NV___________________________1,5%
    22 Amundi SA__________________________________1,4%

~Consommation discrétionnaire (10,7%) :
    13 Christian Dior SE__________________________9,9%
    62 Vivendi SE_________________________________0,7%
     1 Lanson BCC SA______________________________0,0%

~Industrie (8,9%) :
    43 Eiffage SA_________________________________4,7%
   102 Bouygues SA________________________________3,7%
    15 Compagnie Generale des Etablissements Mi___0,5%

~Services aux collectivités (8,4%) :
   526 Snam SpA___________________________________3,1%
    96 Rubis SCA__________________________________2,9%
   193 Terna Rete Elettrica Nazionale SpA_________1,7%
     5 Electricite de Strasbourg SA_______________0,6%

~Matériaux de base (7,7%) :
    36 Air Liquide________________________________5,6%
    42 BASF SE____________________________________2,2%

~Services de télécommunication (5,5%) :
   229 Orange SA__________________________________2,9%
   518 Koninklijke KPN NV_________________________2,0%
  2360 Telecom Italia SpA_________________________0,6%

~Energie (4,3%) :
    68 TotalEnergies SE___________________________4,3%

~Liquidité :
__________________________________________________0,1%

~Consommation de base (19,3%) :
    18 L'Oreal SA_________________________________6,7%
    24 Pernod Ricard SA___________________________5,2%
    69 Danone SA__________________________________4,2%
    23 Heineken___________________________________2,3%
    12 Henkel AG & Co KGaA________________________0,9%

~Santé (18,3%) :
    42 EssilorLuxottica SA________________________8,1%
    50 Sanofi SA__________________________________5,3%
    83 LNA Sante SA_______________________________3,0%
   122 Royal Philips______________________________1,9%

~Services financiers (16,4%) :
    75 Eurazeo SE_________________________________5,3%
   114 AXA SA_____________________________________3,5%
    38 ASR Nederland NV___________________________2,1%
   104 Scor SE____________________________________2,0%
    31 Amundi SA__________________________________1,9%
    22 Euronext NV________________________________1,7%

~Consommation discrétionnaire (10,7%) :
    13 Christian Dior SE__________________________9,8%
    86 Vivendi SE_________________________________0,9%
     1 Lanson BCC SA______________________________0,0%

~Industrie (9,0%) :
    43 Eiffage SA_________________________________4,8%
   104 Bouygues SA________________________________3,6%
    18 Compagnie Generale des Etablissements Mi___0,6%

~Services aux collectivités (8,3%) :
   531 Snam SpA___________________________________2,9%
    98 Rubis SCA__________________________________2,7%
   224 Terna Rete Elettrica Nazionale SpA_________1,8%
     7 Electricite de Strasbourg SA_______________0,8%

~Matériaux de base (8,2%) :
    37 Air Liquide________________________________5,8%
    43 BASF SE____________________________________2,3%

~Services de télécommunication (5,2%) :
   229 Orange SA__________________________________2,7%
   518 Koninklijke KPN NV_________________________1,8%
  2748 Telecom Italia SpA_________________________0,7%

~Energie (4,6%) :
    68 TotalEnergies SE___________________________4,6%