Exane Asset Management Buys Stellantis NV, Vertex Pharmaceuticals Inc, Philip Morris International Inc, Sells Linde PLC, Omnicom Group Inc, Amazon.com Inc

• New Purchases: FCAM, VRTX, PM, BKNG, NFLX, NKE, FTCH,
• Added Positions: TMUS, FB, UBS, TJX, ATVI,
• Reduced Positions: GS, MSFT, CCEP,
• Sold Out: LIN, OMC, AMZN, BAC, ALC, WMT, FL, TAK, AMGN, CTMX, DB,

For the details of Exane Asset Management's stock buys and sells, go to https://www.gurufocus.com/guru/exane+asset+management/current-portfolio/portfolio

1. Stellantis NV (FCAM) - 4,159,263 shares, 28.34% of the total portfolio. New Position
2. Vertex Pharmaceuticals Inc (VRTX) - 155,252 shares, 12.83% of the total portfolio. New Position
3. Philip Morris International Inc (PM) - 317,226 shares, 10.83% of the total portfolio. New Position
4. T-Mobile US Inc (TMUS) - 194,376 shares, 9.37% of the total portfolio. Shares added by 120.18%
5. UBS Group AG (UBS) - 1,122,701 shares, 6.71% of the total portfolio. Shares added by 14.51%

Exane Asset Management initiated holding in Stellantis NV. The purchase prices were between $11.9 and $13.94, with an estimated average price of $12.16. The stock is now traded at around $11.895080. The impact to a portfolio due to this purchase was 28.34%. The holding were 4,159,263 shares as of 2021-03-31.

Exane Asset Management initiated holding in Vertex Pharmaceuticals Inc. The purchase prices were between $207.02 and $241.31, with an estimated average price of $219.56. The stock is now traded at around $219.760000. The impact to a portfolio due to this purchase was 12.83%. The holding were 155,252 shares as of 2021-03-31.

Exane Asset Management initiated holding in Philip Morris International Inc. The purchase prices were between $79.06 and $90.99, with an estimated average price of $84.94. The stock is now traded at around $94.190000. The impact to a portfolio due to this purchase was 10.83%. The holding were 317,226 shares as of 2021-03-31.

Exane Asset Management initiated holding in Booking Holdings Inc. The purchase prices were between $1886.09 and $2461.78, with an estimated average price of $2219.81. The stock is now traded at around $2357.730000. The impact to a portfolio due to this purchase was 5.84%. The holding were 6,518 shares as of 2021-03-31.

Exane Asset Management initiated holding in Netflix Inc. The purchase prices were between $493.33 and $586.34, with an estimated average price of $530.86. The stock is now traded at around $508.900000. The impact to a portfolio due to this purchase was 5.39%. The holding were 26,854 shares as of 2021-03-31.

Exane Asset Management initiated holding in Nike Inc. The purchase prices were between $128.64 and $147.05, with an estimated average price of $139.07. The stock is now traded at around $129.900000. The impact to a portfolio due to this purchase was 4.07%. The holding were 79,654 shares as of 2021-03-31.

Exane Asset Management added to a holding in T-Mobile US Inc by 120.18%. The purchase prices were between $117.91 and $135.06, with an estimated average price of $125.96. The stock is now traded at around $132.120000. The impact to a portfolio due to this purchase was 5.11%. The holding were 194,376 shares as of 2021-03-31.

Exane Asset Management added to a holding in Facebook Inc by 65.54%. The purchase prices were between $245.64 and $294.53, with an estimated average price of $269.28. The stock is now traded at around $301.470000. The impact to a portfolio due to this purchase was 2.03%. The holding were 45,159 shares as of 2021-03-31.

Exane Asset Management added to a holding in TJX Companies Inc by 45.60%. The purchase prices were between $62.55 and $70.23, with an estimated average price of $66.94. The stock is now traded at around $68.490000. The impact to a portfolio due to this purchase was 0.77%. The holding were 96,485 shares as of 2021-03-31.

Exane Asset Management sold out a holding in Linde PLC. The sale prices were between $242.91 and $281.4, with an estimated average price of $259.33.

Exane Asset Management sold out a holding in Omnicom Group Inc. The sale prices were between $60.88 and $77.78, with an estimated average price of $68.99.

Exane Asset Management sold out a holding in Amazon.com Inc. The sale prices were between $2951.95 and $3380, with an estimated average price of $3171.97.

Exane Asset Management sold out a holding in Bank of America Corp. The sale prices were between $29.65 and $38.99, with an estimated average price of $34.49.

Exane Asset Management sold out a holding in Alcon Inc. The sale prices were between $65.32 and $76.01, with an estimated average price of $70.85.

Exane Asset Management sold out a holding in Walmart Inc. The sale prices were between $127.53 and $148.97, with an estimated average price of $139.05.