Portefeuille d'actions de Patience

~Consommation de base (14,6%) :
    16 L'Oreal SA_________________________________5,7%
    74 Danone SA__________________________________3,6%
    26 Pernod Ricard SA___________________________3,2%
    18 Heineken___________________________________1,3%
    12 Henkel AG & Co KGaA________________________0,7%

~Santé (14,2%) :
    33 EssilorLuxottica SA________________________5,7%
   212 Royal Philips______________________________3,3%
    36 Sanofi SA__________________________________2,7%
   153 LNA Sante SA_______________________________2,6%

~Services financiers (17,9%) :
    76 Eurazeo SE_________________________________5,0%
   114 Scor SE____________________________________2,9%
    40 Euronext NV________________________________2,9%
    68 ASR Nederland NV___________________________2,6%
    79 AXA SA_____________________________________2,3%
    41 Amundi SA__________________________________2,2%

~Consommation discrétionnaire (9,7%) :
    12 Christian Dior SE__________________________7,7%
   237 Vivendi SE_________________________________2,0%
     1 Lanson BCC SA______________________________0,0%

~Industrie (8,3%) :
   110 Bouygues SA________________________________3,4%
    36 Eiffage SA_________________________________3,1%
   206 Bollore SE_________________________________1,1%
    25 Compagnie Generale des Etablissements Mi___0,7%

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

~Matériaux de base (8,5%) :
    36 Air Liquide________________________________5,7%
    51 BASF SE____________________________________2,3%
     6 DSM-Firmenich AG___________________________0,5%

~Services de télécommunication (4,2%) :
   244 Orange SA__________________________________2,2%
   462 Koninklijke KPN NV_________________________1,3%
  3472 Telecom Italia SpA_________________________0,6%

~Energie (4,4%) :
    68 TotalEnergies SE___________________________3,7%
    28 Neoen SA___________________________________0,6%

~Fonds/Trackers (9,8%) :
   374 SPDR® S&P Euro Dividend Aristocrats___7,3%
   193 Amundi Stoxx Europe Select Dividend 30 U___2,5%

~Liquidité :
__________________________________________________0,1%

~Consommation de base (15,4%) :
    16 L'Oreal SA_________________________________5,8%
    74 Danone SA__________________________________3,5%
    28 Pernod Ricard SA___________________________3,1%
    22 Heineken___________________________________1,6%
    15 Henkel AG & Co KGaA________________________0,9%
     6 Remy Cointreau SA__________________________0,4%

~Santé (15,8%) :
    33 EssilorLuxottica SA________________________5,5%
   219 Royal Philips______________________________4,3%
   158 LNA Sante SA_______________________________3,4%
    36 Sanofi SA__________________________________2,6%

~Services financiers (16,8%) :
    69 Eurazeo SE_________________________________4,4%
    41 Euronext NV________________________________3,0%
    71 ASR Nederland NV___________________________2,6%
   114 Scor SE____________________________________2,5%
    41 Amundi SA__________________________________2,3%
    79 AXA SA_____________________________________2,1%

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

~Industrie (7,6%) :
   116 Bouygues SA________________________________3,4%
    36 Eiffage SA_________________________________3,0%
   238 Bollore SE_________________________________1,2%

~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_______________1,3%

~Matériaux de base (7,8%) :
    36 Air Liquide________________________________5,3%
    53 BASF SE____________________________________2,0%
     6 DSM-Firmenich AG___________________________0,5%

~Services de télécommunication (4,3%) :
   254 Orange SA__________________________________2,2%
   476 Koninklijke KPN NV_________________________1,3%
  3816 Telecom Italia SpA_________________________0,8%

~Energie (4,6%) :
    68 TotalEnergies SE___________________________3,6%
    32 Neoen SA___________________________________1,0%

~Fonds/Trackers (10,4%) :
   382 SPDR® S&P Euro Dividend Aristocrats_______7,7%
   199 Amundi Stoxx Europe Select Dividend 30 U___2,6%

~Liquidité :
__________________________________________________1,1%

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

~Santé (17,0%) :
    34 EssilorLuxottica SA________________________6,0%
   223 Royal Philips______________________________4,8%
   158 LNA Sante SA_______________________________3,4%
    36 Sanofi SA__________________________________2,8%

~Services financiers (16,5%) :
    69 Eurazeo SE_________________________________4,2%
    41 Euronext NV________________________________3,2%
    71 ASR Nederland NV___________________________2,7%
    42 Amundi SA__________________________________2,3%
    82 AXA SA_____________________________________2,2%
   114 Scor SE____________________________________1,9%

~Consommation discrétionnaire (8,8%) :
    13 Christian Dior SE__________________________6,6%
   268 Vivendi SE_________________________________2,2%
     1 Lanson BCC SA______________________________0,0%

~Industrie (7,5%) :
   116 Bouygues SA________________________________3,1%
    38 Eiffage SA_________________________________2,9%
   272 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%
    15 Electricite de Strasbourg SA_______________1,3%

~Matériaux de base (8,1%) :
    40 Air Liquide________________________________5,6%
    54 BASF SE____________________________________1,9%
     6 DSM-Firmenich AG___________________________0,6%

~Services de télécommunication (4,4%) :
   264 Orange SA__________________________________2,2%
   476 Koninklijke KPN NV_________________________1,4%
  3993 Telecom Italia SpA_________________________0,7%

~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___2,7%

~Liquidité :
__________________________________________________0,1%

~Consommation de base (15,9%) :
    17 L'Oreal SA_________________________________5,4%
    75 Danone SA__________________________________4,0%
    32 Pernod Ricard SA___________________________3,5%
    22 Heineken___________________________________1,4%
    15 Henkel AG & Co KGaA________________________0,9%
    15 Remy Cointreau SA__________________________0,8%

~Santé (17,1%) :
    34 EssilorLuxottica SA________________________5,8%
   223 Royal Philips______________________________5,3%
    36 Sanofi SA__________________________________3,0%
   158 LNA Sante SA_______________________________2,9%

~Services financiers (16,3%) :
    69 Eurazeo SE_________________________________4,1%
    41 Euronext NV________________________________3,3%
    73 ASR Nederland NV___________________________2,6%
    82 AXA SA_____________________________________2,3%
    42 Amundi SA__________________________________2,3%
   114 Scor SE____________________________________1,8%

~Consommation discrétionnaire (8,8%) :
    13 Christian Dior SE__________________________6,5%
   268 Vivendi SE_________________________________2,3%
     1 Lanson BCC SA______________________________0,0%

~Industrie (7,2%) :
   116 Bouygues SA________________________________2,8%
    40 Eiffage SA_________________________________2,8%
   297 Bollore SE_________________________________1,4%
     6 Compagnie Generale des Etablissements Mi___0,2%

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

~Matériaux de base (8,2%) :
    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%
  4302 Telecom Italia SpA_________________________0,9%

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

~Fonds/Trackers (10,6%) :
   394 SPDR® S&P Euro Dividend Aristocrats________8,0%
   199 Amundi Stoxx Europe Select Dividend 30 U___2,6%

~Liquidité :
__________________________________________________0,0%

~Consommation de base (15,5%) :
    17 L'Oreal SA_________________________________4,8%
    75 Danone SA__________________________________4,1%
    36 Pernod Ricard SA___________________________3,2%
    22 Heineken___________________________________1,3%
    23 Remy Cointreau SA__________________________1,2%
    15 Henkel AG & Co KGaA________________________0,9%

~Santé (17,4%) :
    34 EssilorLuxottica SA________________________6,6%
   223 Royal Philips______________________________4,8%
   160 LNA Sante SA_______________________________3,2%
    36 Sanofi SA__________________________________2,8%

~Services financiers (17,0%) :
    69 Eurazeo SE_________________________________3,9%
    41 Euronext NV________________________________3,6%
    73 ASR Nederland NV___________________________2,8%
    82 AXA SA_____________________________________2,2%
   114 Scor SE____________________________________2,2%
    43 Amundi SA__________________________________2,2%

~Consommation discrétionnaire (8,2%) :
    13 Christian Dior SE__________________________6,2%
   280 Vivendi SE_________________________________2,0%
     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 (8,2%) :
   680 Snam SpA___________________________________2,5%
   307 Terna Rete Elettrica Nazionale SpA_________2,1%
   109 Rubis SCA__________________________________2,0%
    17 Electricite de Strasbourg SA_______________1,6%

~Matériaux de base (7,9%) :
    40 Air Liquide________________________________5,4%
    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_________________________1,5%
  4649 Telecom Italia SpA_________________________0,9%

~Energie (3,1%) :
    68 TotalEnergies SE___________________________3,1%

~Fonds/Trackers (10,7%) :
   394 SPDR® S&P Euro Dividend Aristocrats________8,0%
   199 Amundi Stoxx Europe Select Dividend 30 U___2,7%

~Liquidité :
__________________________________________________0,1%