Portefeuille d'actions de Patience

~Consommation de base (15,1%) :
    16 L'Oreal SA_________________________________5,8%
    74 Danone SA__________________________________3,5%
    27 Pernod Ricard SA___________________________3,2%
    22 Heineken___________________________________1,6%
    15 Henkel AG & Co KGaA________________________0,8%
     3 Remy Cointreau SA__________________________0,2%

~Santé (15,3%) :
    33 EssilorLuxottica SA________________________5,5%
   212 Royal Philips______________________________4,4%
    36 Sanofi SA__________________________________2,7%
   158 LNA Sante SA_______________________________2,7%

~Services financiers (17,5%) :
    69 Eurazeo SE_________________________________4,9%
   114 Scor SE____________________________________2,8%
    40 Euronext NV________________________________2,8%
    68 ASR Nederland NV___________________________2,6%
    41 Amundi SA__________________________________2,3%
    79 AXA SA_____________________________________2,0%

~Consommation discrétionnaire (9,3%) :
    12 Christian Dior SE__________________________7,3%
   248 Vivendi SE_________________________________2,0%
     1 Lanson BCC SA______________________________0,0%

~Industrie (7,5%) :
   116 Bouygues SA________________________________3,4%
    36 Eiffage SA_________________________________3,0%
   222 Bollore SE_________________________________1,1%

~Services aux collectivités (8,4%) :
   106 Rubis SCA__________________________________2,8%
   655 Snam SpA___________________________________2,3%
   300 Terna Rete Elettrica Nazionale SpA_________1,9%
    14 Electricite de Strasbourg SA_______________1,4%

~Matériaux de base (8,0%) :
    36 Air Liquide________________________________5,4%
    53 BASF SE____________________________________2,1%
     6 DSM-Firmenich AG___________________________0,5%

~Services de télécommunication (4,2%) :
   254 Orange SA__________________________________2,2%
   476 Koninklijke KPN NV_________________________1,3%
  3651 Telecom Italia SpA_________________________0,7%

~Energie (4,5%) :
    68 TotalEnergies SE___________________________3,7%
    32 Neoen SA___________________________________0,8%

~Fonds/Trackers (10,2%) :
   382 SPDR® S&P Euro Dividend Aristocrats___7,6%
   199 Amundi Stoxx Europe Select Dividend 30 U___2,6%

~Liquidité :
__________________________________________________0,6%

~Consommation de base (15,3%) :
    16 L'Oreal SA_________________________________5,5%
    75 Danone SA__________________________________3,7%
    29 Pernod Ricard SA___________________________3,1%
    22 Heineken___________________________________1,7%
    15 Henkel AG & Co KGaA________________________0,9%
     6 Remy Cointreau SA__________________________0,4%

~Santé (16,1%) :
    33 EssilorLuxottica SA________________________5,6%
   219 Royal Philips______________________________4,4%
   158 LNA Sante SA_______________________________3,3%
    36 Sanofi SA__________________________________2,8%

~Services financiers (16,8%) :
    69 Eurazeo SE_________________________________4,3%
    41 Euronext NV________________________________3,1%
    71 ASR Nederland NV___________________________2,6%
   114 Scor SE____________________________________2,3%
    42 Amundi SA__________________________________2,2%
    82 AXA SA_____________________________________2,2%

~Consommation discrétionnaire (8,9%) :
    12 Christian Dior SE__________________________6,7%
   258 Vivendi SE_________________________________2,2%
     1 Lanson BCC SA______________________________0,0%

~Industrie (7,1%) :
   116 Bouygues SA________________________________3,0%
    38 Eiffage SA_________________________________2,9%
   254 Bollore SE_________________________________1,2%

~Services aux collectivités (8,0%) :
   106 Rubis SCA__________________________________2,4%
   680 Snam SpA___________________________________2,4%
   307 Terna Rete Elettrica Nazionale SpA_________1,9%
    14 Electricite de Strasbourg SA_______________1,3%

~Matériaux de base (8,1%) :
    40 Air Liquide________________________________5,5%
    54 BASF SE____________________________________2,1%
     6 DSM-Firmenich AG___________________________0,5%

~Services de télécommunication (4,4%) :
   264 Orange SA__________________________________2,1%
   476 Koninklijke KPN NV_________________________1,5%
  3993 Telecom Italia SpA_________________________0,8%

~Energie (4,7%) :
    68 TotalEnergies SE___________________________3,7%
    32 Neoen SA___________________________________1,0%

~Fonds/Trackers (10,6%) :
   382 SPDR® S&P Euro Dividend Aristocrats___7,9%
   199 Amundi Stoxx Europe Select Dividend 30 U___2,7%

~Liquidité :
__________________________________________________0,7%

~Consommation de base (15,6%) :
    17 L'Oreal SA_________________________________5,4%
    75 Danone SA__________________________________3,8%
    31 Pernod Ricard SA___________________________3,2%
    22 Heineken___________________________________1,4%
    15 Henkel AG & Co KGaA________________________0,9%
    12 Remy Cointreau SA__________________________0,7%

~Santé (17,2%) :
    34 EssilorLuxottica SA________________________5,9%
   223 Royal Philips______________________________5,0%
   158 LNA Sante SA_______________________________3,4%
    36 Sanofi SA__________________________________3,0%

~Services financiers (16,1%) :
    69 Eurazeo SE_________________________________3,9%
    41 Euronext NV________________________________3,2%
    73 ASR Nederland NV___________________________2,6%
    42 Amundi SA__________________________________2,3%
    82 AXA SA_____________________________________2,3%
   114 Scor SE____________________________________1,7%

~Consommation discrétionnaire (8,7%) :
    13 Christian Dior SE__________________________6,5%
   268 Vivendi SE_________________________________2,2%
     1 Lanson BCC SA______________________________0,0%

~Industrie (7,5%) :
   116 Bouygues SA________________________________3,0%
    38 Eiffage SA_________________________________2,9%
   280 Bollore SE_________________________________1,3%
     6 Compagnie Generale des Etablissements Mi___0,2%

~Services aux collectivités (8,3%) :
   106 Rubis SCA__________________________________2,5%
   680 Snam SpA___________________________________2,5%
   307 Terna Rete Elettrica Nazionale SpA_________2,0%
    16 Electricite de Strasbourg SA_______________1,4%

~Matériaux de base (8,1%) :
    40 Air Liquide________________________________5,5%
    54 BASF SE____________________________________2,0%
     6 DSM-Firmenich AG___________________________0,6%

~Services de télécommunication (4,5%) :
   264 Orange SA__________________________________2,2%
   476 Koninklijke KPN NV_________________________1,4%
  4180 Telecom Italia SpA_________________________0,8%

~Energie (3,5%) :
    68 TotalEnergies SE___________________________3,5%

~Fonds/Trackers (10,6%) :
   382 SPDR® S&P Euro Dividend Aristocrats________7,9%
   199 Amundi Stoxx Europe Select Dividend 30 U___2,6%

~Liquidité :
__________________________________________________0,0%

~Consommation de base (15,5%) :
    17 L'Oreal SA_________________________________4,9%
    75 Danone SA__________________________________4,1%
    34 Pernod Ricard SA___________________________3,3%
    22 Heineken___________________________________1,4%
    19 Remy Cointreau SA__________________________0,9%
    15 Henkel AG & Co KGaA________________________0,9%

~Santé (16,8%) :
    34 EssilorLuxottica SA________________________6,1%
   223 Royal Philips______________________________4,5%
   158 LNA Sante SA_______________________________3,2%
    36 Sanofi SA__________________________________3,0%

~Services financiers (16,8%) :
    69 Eurazeo SE_________________________________4,1%
    41 Euronext NV________________________________3,5%
    73 ASR Nederland NV___________________________2,7%
    42 Amundi SA__________________________________2,4%
    82 AXA SA_____________________________________2,4%
   114 Scor SE____________________________________1,9%

~Consommation discrétionnaire (8,5%) :
    13 Christian Dior SE__________________________6,2%
   268 Vivendi SE_________________________________2,2%
     1 Lanson BCC SA______________________________0,0%

~Industrie (7,6%) :
    42 Eiffage SA_________________________________3,0%
   116 Bouygues SA________________________________2,9%
   314 Bollore SE_________________________________1,5%
     8 Compagnie Generale des Etablissements Mi___0,2%

~Services aux collectivités (8,0%) :
   680 Snam SpA___________________________________2,5%
   307 Terna Rete Elettrica Nazionale SpA_________2,1%
   106 Rubis SCA__________________________________2,0%
    16 Electricite de Strasbourg SA_______________1,4%

~Matériaux de base (8,1%) :
    40 Air Liquide________________________________5,5%
    54 BASF SE____________________________________2,0%
     6 DSM-Firmenich AG___________________________0,5%

~Services de télécommunication (4,6%) :
   264 Orange SA__________________________________2,2%
   476 Koninklijke KPN NV_________________________1,4%
  4472 Telecom Italia SpA_________________________0,9%

~Energie (3,3%) :
    68 TotalEnergies SE___________________________3,3%

~Fonds/Trackers (10,7%) :
   394 SPDR® S&P Euro Dividend Aristocrats________8,1%
   199 Amundi Stoxx Europe Select Dividend 30 U___2,7%

~Liquidité :
__________________________________________________0,0%

~Consommation de base (15,6%) :
    17 L'Oreal SA_________________________________4,8%
    75 Danone SA__________________________________4,0%
    37 Pernod Ricard SA___________________________3,3%
    22 Heineken___________________________________1,2%
    25 Remy Cointreau SA__________________________1,2%
    15 Henkel AG & Co KGaA________________________0,9%

~Santé (17,1%) :
    34 EssilorLuxottica SA________________________6,6%
   223 Royal Philips______________________________4,5%
   160 LNA Sante SA_______________________________3,2%
    36 Sanofi SA__________________________________2,8%

~Services financiers (17,4%) :
    69 Eurazeo SE_________________________________4,1%
    41 Euronext NV________________________________3,7%
    73 ASR Nederland NV___________________________2,8%
    82 AXA SA_____________________________________2,3%
    43 Amundi SA__________________________________2,3%
   114 Scor SE____________________________________2,2%

~Consommation discrétionnaire (8,8%) :
    13 Christian Dior SE__________________________6,5%
   358 Vivendi SE_________________________________0,8%
   280 Canal+ SA (GBP)____________________________0,6%
   349 Havas NV___________________________________0,5%
   362 Louis Hachette Group SA____________________0,5%
     1 Lanson BCC SA______________________________0,0%

~Industrie (7,5%) :
    42 Eiffage SA_________________________________2,9%
   116 Bouygues SA________________________________2,7%
   331 Bollore SE_________________________________1,6%
     8 Compagnie Generale des Etablissements Mi___0,2%

~Services aux collectivités (8,1%) :
   680 Snam SpA___________________________________2,4%
   109 Rubis SCA__________________________________2,2%
   307 Terna Rete Elettrica Nazionale SpA_________1,9%
    17 Electricite de Strasbourg SA_______________1,6%

~Matériaux de base (7,6%) :
    40 Air Liquide________________________________5,2%
    54 BASF SE____________________________________1,9%
     6 DSM-Firmenich AG___________________________0,5%

~Services de télécommunication (4,4%) :
   264 Orange SA__________________________________2,1%
   476 Koninklijke KPN NV_________________________1,4%
  4649 Telecom Italia SpA_________________________0,9%

~Energie (3,1%) :
    68 TotalEnergies SE___________________________3,0%
    19 Etablissements Maurel et Prom SA___________0,1%

~Fonds/Trackers (10,4%) :
   394 SPDR® S&P Euro Dividend Aristocrats________7,8%
   209 Amundi Stoxx Europe Select Dividend 30 U___2,6%

~Liquidité :
__________________________________________________0,0%