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%