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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.620 | 0.620 | 0.000 |
Stocks | 99.380 | 99.380 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.971 | 19.964 |
Price to Book | 3.762 | 3.692 |
Price to Sales | 2.764 | 2.453 |
Price to Cash Flow | 14.268 | 13.629 |
Dividend Yield | 1.371 | 1.593 |
5 Years Earnings Growth | 11.965 | 11.665 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.040 | 28.042 |
Financial Services | 14.400 | 14.036 |
Consumer Cyclical | 11.920 | 10.605 |
Communication Services | 9.000 | 8.602 |
Healthcare | 8.840 | 13.512 |
Industrials | 7.780 | 8.919 |
Consumer Defensive | 4.300 | 5.937 |
Energy | 3.220 | 4.205 |
Basic Materials | 3.130 | 3.009 |
Real Estate | 2.250 | 2.399 |
Utilities | 0.120 | 2.446 |
Number of long holdings: 184
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.21 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 7.00 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 4.50 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 3.78 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 3.33 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 2.64 | 466.83 | +0.05% | |
Salesforce Inc | US79466L3024 | 2.30 | 234.44 | +7.54% | |
Home Depot | US4370761029 | 2.10 | 334.87 | +1.73% | |
Visa A | US92826C8394 | 1.81 | 272.46 | +0.43% | |
Marvell | US5738741041 | 1.76 | 68.81 | -10.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.76B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.76B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.76B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.76B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF D3 | 1.96B | 15.14 | 6.85 | 11.91 |
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