Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.590 | 0.590 | 0.000 |
Stocks | 104.830 | 104.830 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.209 | 20.665 |
Price to Book | 4.417 | 4.036 |
Price to Sales | 2.991 | 2.765 |
Price to Cash Flow | 15.134 | 14.633 |
Dividend Yield | 1.405 | 1.546 |
5 Years Earnings Growth | 12.837 | 11.794 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.340 | 29.217 |
Financial Services | 12.160 | 15.901 |
Consumer Cyclical | 11.540 | 10.293 |
Communication Services | 10.450 | 8.375 |
Healthcare | 10.290 | 12.398 |
Industrials | 9.170 | 8.768 |
Consumer Defensive | 4.640 | 5.655 |
Energy | 4.310 | 3.431 |
Basic Materials | 2.410 | 2.773 |
Real Estate | 0.570 | 2.288 |
Utilities | 0.140 | 2.504 |
Number of long holdings: 167
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.62 | 242.70 | +0.20% | |
NVIDIA | US67066G1040 | 7.37 | 140.11 | -0.02% | |
Microsoft | US5949181045 | 7.33 | 424.56 | +0.52% | |
Amazon.com | US0231351067 | 4.18 | 222.13 | +0.01% | |
Meta Platforms | US30303M1027 | 3.69 | 610.72 | -1.16% | |
Alphabet A | US02079K3059 | 3.40 | 193.95 | -0.79% | |
Home Depot | US4370761029 | 2.17 | 387.20 | +0.77% | |
Marvell | US5738741041 | 1.96 | 118.23 | +1.72% | |
Oracle | US68389X1054 | 1.80 | 163.14 | +0.69% | |
Netflix | US64110L1061 | 1.77 | 875.00 | -0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.89B | 7.92 | 0.91 | 3.26 | ||
Julius Baer Institutional BVG LPPb1 | 3.89B | 8.02 | 1.00 | 3.36 | ||
Julius Baer Institutional BVG LPPB2 | 3.89B | 8.21 | 1.19 | 3.54 | ||
Aktien USA Passiv CHF A1 | 2.17B | 34.14 | 8.97 | 12.11 | ||
Aktien USA Passiv CHF D3 | 2.17B | 33.58 | 8.42 | 11.47 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review