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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 0.320 | 0.030 |
Stocks | 99.440 | 99.440 | 0.000 |
Bonds | 0.270 | 0.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.463 | 20.053 |
Price to Book | 4.038 | 3.712 |
Price to Sales | 2.600 | 2.467 |
Price to Cash Flow | 14.681 | 13.756 |
Dividend Yield | 1.457 | 1.579 |
5 Years Earnings Growth | 12.091 | 11.656 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.210 | 28.087 |
Healthcare | 12.390 | 13.593 |
Financial Services | 12.260 | 14.041 |
Consumer Cyclical | 10.540 | 10.654 |
Communication Services | 8.920 | 8.503 |
Industrials | 8.480 | 8.938 |
Consumer Defensive | 5.830 | 5.907 |
Energy | 3.750 | 4.135 |
Real Estate | 2.380 | 2.508 |
Basic Materials | 2.160 | 3.013 |
Utilities | 2.080 | 2.384 |
Number of long holdings: 603
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.49 | 402.25 | -1.00% | |
Apple | US0378331005 | 5.90 | 173.50 | +2.48% | |
NVIDIA | US67066G1040 | 4.34 | 877.57 | +0.03% | |
Amazon.com | US0231351067 | 3.65 | 180.96 | +0.75% | |
Meta Platforms | US30303M1027 | 2.42 | 432.62 | -2.41% | |
Alphabet A | US02079K3059 | 1.82 | 166.15 | -3.37% | |
Alphabet C | US02079K1079 | 1.60 | 167.90 | -3.33% | |
Eli Lilly | US5324571083 | 1.35 | 737.20 | +0.50% | |
Broadcom | US11135F1012 | 1.29 | 1,338.62 | -0.41% | |
Tesla | US88160R1014 | 1.28 | 194.05 | +15.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.7B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.7B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.7B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.7B | 0.94 | 1.26 | 3.17 | ||
Aktien USA Passiv CHF A1 | 1.87B | 18.13 | 9.03 | 12.86 |
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