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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 | 20.094 |
Price to Book | 3.762 | 3.722 |
Price to Sales | 2.764 | 2.475 |
Price to Cash Flow | 14.268 | 13.803 |
Dividend Yield | 1.371 | 1.575 |
5 Years Earnings Growth | 11.965 | 11.645 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.040 | 28.034 |
Financial Services | 14.400 | 14.045 |
Consumer Cyclical | 11.920 | 10.653 |
Communication Services | 9.000 | 8.558 |
Healthcare | 8.840 | 13.548 |
Industrials | 7.780 | 8.911 |
Consumer Defensive | 4.300 | 5.940 |
Energy | 3.220 | 4.167 |
Basic Materials | 3.130 | 3.047 |
Real Estate | 2.250 | 2.490 |
Utilities | 0.120 | 2.388 |
Number of long holdings: 184
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.21 | 183.05 | -0.69% | |
Microsoft | US5949181045 | 7.00 | 414.74 | +0.59% | |
NVIDIA | US67066G1040 | 4.50 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 3.78 | 187.48 | -1.07% | |
Alphabet A | US02079K3059 | 3.33 | 168.65 | -0.77% | |
Meta Platforms | US30303M1027 | 2.64 | 476.20 | +0.16% | |
Salesforce Inc | US79466L3024 | 2.30 | 276.70 | +0.56% | |
Home Depot | US4370761029 | 2.10 | 346.44 | -0.29% | |
Visa A | US92826C8394 | 1.81 | 280.63 | +0.75% | |
Marvell | US5738741041 | 1.76 | 68.47 | +1.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.75B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.75B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.75B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.75B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.92B | 15.30 | 7.39 | 12.56 |
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