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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.020 | 0.090 | 0.070 |
Stocks | 99.980 | 99.980 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.821 | 17.759 |
Price to Book | 2.761 | 3.184 |
Price to Sales | 1.233 | 1.970 |
Price to Cash Flow | 11.012 | 13.276 |
Dividend Yield | 3.026 | 2.931 |
5 Years Earnings Growth | 7.734 | 7.677 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.130 | 15.898 |
Healthcare | 20.420 | 29.865 |
Financial Services | 20.030 | 20.078 |
Basic Materials | 10.120 | 8.059 |
Consumer Defensive | 7.320 | 14.487 |
Consumer Cyclical | 6.950 | 5.545 |
Technology | 5.920 | 4.143 |
Real Estate | 3.640 | 2.118 |
Communication Services | 3.320 | 2.661 |
Utilities | 1.160 | 1.078 |
Number of long holdings: 76
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 3.45 | 230.50 | +0.74% | |
Swisscom | CH0008742519 | 3.32 | 492.60 | +0.16% | |
Givaudan | CH0010645932 | 3.24 | 4,230.00 | +0.26% | |
Zurich Insurance Group | CH0011075394 | 3.19 | 469.30 | +0.13% | |
Novartis | CH0012005267 | 3.06 | 90.82 | -0.32% | |
Swiss Re | CH0126881561 | 3.05 | 113.00 | +1.07% | |
Logitech | CH0025751329 | 2.95 | 86.42 | -0.58% | |
SGS | CH1256740924 | 2.84 | 84.26 | -1.08% | |
Nestle | CH0038863350 | 2.80 | 91.48 | -0.17% | |
UBS Group | CH0244767585 | 2.54 | 28.02 | -1.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.79B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.79B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.79B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.79B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF E3 | 1.98B | 15.02 | 6.53 | 11.63 |
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