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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.020 | 100.020 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.174 | 17.739 |
Price to Book | 2.680 | 3.181 |
Price to Sales | 1.223 | 1.973 |
Price to Cash Flow | 11.162 | 13.265 |
Dividend Yield | 3.174 | 2.934 |
5 Years Earnings Growth | 8.218 | 7.654 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.830 | 15.897 |
Financial Services | 19.920 | 20.052 |
Healthcare | 18.450 | 29.885 |
Basic Materials | 10.720 | 8.084 |
Consumer Defensive | 7.660 | 14.487 |
Technology | 6.380 | 4.149 |
Consumer Cyclical | 6.320 | 5.542 |
Real Estate | 4.110 | 2.129 |
Communication Services | 3.270 | 2.672 |
Utilities | 1.340 | 1.069 |
Number of long holdings: 77
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Logitech | CH0025751329 | 3.86 | 90.96 | +1.65% | |
Swiss Re | CH0126881561 | 3.35 | 112.05 | +0.49% | |
Roche Holding Participation | CH0012032048 | 3.31 | 243.50 | +0.79% | |
Givaudan | CH0010645932 | 3.29 | 4,360.00 | +0.09% | |
Swisscom | CH0008742519 | 3.27 | 492.60 | -1.28% | |
Zurich Insurance Group | CH0011075394 | 3.24 | 474.60 | +0.89% | |
Nestle | CH0038863350 | 3.03 | 94.94 | +0.36% | |
UBS Group | CH0244767585 | 2.77 | 27.90 | +0.47% | |
Novartis | CH0012005267 | 2.77 | 94.66 | +0.62% | |
SGS | CH1256740924 | 2.58 | 83.52 | +0.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.77B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.77B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.77B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.77B | 0.94 | 1.26 | 3.17 | ||
Aktien USA Passiv CHF E3 | 1.95B | 17.81 | 7.71 | 11.47 |
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