Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.720 | 0.730 | 0.010 |
Stocks | 99.280 | 99.280 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.277 | 20.557 |
Price to Book | 4.284 | 4.016 |
Price to Sales | 2.831 | 2.746 |
Price to Cash Flow | 15.239 | 14.531 |
Dividend Yield | 1.430 | 1.554 |
5 Years Earnings Growth | 11.613 | 11.944 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.570 | 29.238 |
Financial Services | 12.640 | 15.812 |
Healthcare | 11.220 | 12.503 |
Consumer Cyclical | 10.300 | 10.237 |
Communication Services | 9.200 | 8.387 |
Industrials | 7.870 | 8.751 |
Consumer Defensive | 5.650 | 5.679 |
Energy | 3.510 | 3.433 |
Utilities | 2.600 | 2.505 |
Real Estate | 2.360 | 2.303 |
Basic Materials | 2.080 | 2.773 |
Number of long holdings: 585
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.51 | 254.49 | +1.88% | |
NVIDIA | US67066G1040 | 6.46 | 134.70 | +3.08% | |
Microsoft | US5949181045 | 5.67 | 436.60 | -0.10% | |
Amazon.com | US0231351067 | 3.45 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 2.46 | 585.25 | -1.73% | |
Alphabet A | US02079K3059 | 1.99 | 191.41 | +1.54% | |
Alphabet C | US02079K1079 | 1.72 | 192.96 | +1.72% | |
Broadcom | US11135F1012 | 1.48 | 220.79 | +1.13% | |
Tesla | US88160R1014 | 1.42 | 421.06 | -3.46% | |
Eli Lilly | US5324571083 | 1.32 | 767.76 | +1.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.86B | 7.92 | 0.91 | 3.26 | ||
Julius Baer Institutional BVG LPPb1 | 3.86B | 8.02 | 1.00 | 3.36 | ||
Julius Baer Institutional BVG LPPB2 | 3.86B | 8.21 | 1.19 | 3.54 | ||
Aktien USA Passiv CHF E3 | 2.13B | 33.21 | 8.10 | 11.17 | ||
Aktien USA Passiv CHF A1 | 2.13B | 34.14 | 8.97 | 12.11 |
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