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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 | 17.748 |
Price to Book | 2.761 | 3.197 |
Price to Sales | 1.233 | 1.948 |
Price to Cash Flow | 11.012 | 13.212 |
Dividend Yield | 3.026 | 2.922 |
5 Years Earnings Growth | 7.734 | 7.698 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.130 | 15.913 |
Healthcare | 20.420 | 29.953 |
Financial Services | 20.030 | 20.028 |
Basic Materials | 10.120 | 8.035 |
Consumer Defensive | 7.320 | 14.405 |
Consumer Cyclical | 6.950 | 5.526 |
Technology | 5.920 | 4.204 |
Real Estate | 3.640 | 2.111 |
Communication Services | 3.320 | 2.630 |
Utilities | 1.160 | 1.099 |
Number of long holdings: 76
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 3.45 | 225.70 | +1.53% | |
Swisscom | CH0008742519 | 3.32 | 502.00 | +1.01% | |
Givaudan | CH0010645932 | 3.24 | 4,050.00 | -0.74% | |
Zurich Insurance Group | CH0011075394 | 3.19 | 456.80 | +0.29% | |
Novartis | CH0012005267 | 3.06 | 91.68 | +1.26% | |
Swiss Re | CH0126881561 | 3.05 | 105.25 | +1.69% | |
Logitech | CH0025751329 | 2.95 | 77.28 | +0.78% | |
SGS | CH1256740924 | 2.84 | 82.50 | +0.15% | |
Nestle | CH0038863350 | 2.80 | 94.70 | +0.53% | |
UBS Group | CH0244767585 | 2.54 | 26.65 | +1.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.74B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.74B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.74B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.74B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.91B | 18.13 | 9.03 | 12.86 |
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